Phillips 66 shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus Capital Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Aptus Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $8.8M | 48k | 182.18 |
| 2025-12-31 | $6.2M | 48k | 129.04 |
| 2025-09-30 | $6.1M | 45k | 136.02 |
| 2025-06-30 | $5.0M | 42k | 119.30 |
| 2025-03-31 | $4.9M | 39k | 123.48 |
| 2024-12-31 | $2.9M | 26k | 113.93 |
| 2024-09-30 | $997k | 7.6k | 131.45 |
| 2024-06-30 | $1.2M | 8.4k | 141.17 |
| 2024-03-31 | $1.2M | 7.2k | 163.34 |
| 2023-09-30 | $810k | 6.7k | 120.15 |
| 2023-06-30 | $424k | 4.4k | 95.38 |
| 2023-03-31 | $444k | 4.4k | 101.39 |
| 2022-12-31 | $599k | 5.8k | 104.08 |
| 2022-09-30 | $441k | 5.5k | 80.74 |
| 2022-06-30 | $263k | 3.2k | 82.01 |
| 2022-03-31 | $235k | 2.7k | 86.24 |
| 2019-12-31 | $243k | 2.2k | 111.01 |
| 2019-09-30 | $224k | 2.2k | 102.33 |