Phillips 66 shares owned by Arkadios Wealth Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Arkadios Wealth Advisors
from 13F filings
Historical chart of Arkadios Wealth Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Arkadios Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.9M | 45k | 133.14 |
| 2023-09-30 | $5.4M | 45k | 120.15 |
| 2023-06-30 | $3.3M | 35k | 95.38 |
| 2023-03-31 | $3.5M | 35k | 101.38 |
| 2022-12-31 | $3.4M | 33k | 104.08 |
| 2022-09-30 | $2.4M | 30k | 80.74 |
| 2022-06-30 | $1.9M | 23k | 81.98 |
| 2022-03-31 | $1.7M | 19k | 86.36 |
| 2021-12-31 | $835k | 12k | 72.49 |
| 2021-09-30 | $550k | 7.9k | 69.97 |
| 2021-06-30 | $620k | 7.2k | 85.74 |
| 2021-03-31 | $434k | 5.3k | 81.52 |
| 2020-12-31 | $345k | 4.9k | 69.85 |
| 2020-09-30 | $244k | 4.8k | 50.58 |
| 2020-06-30 | $119k | 1.9k | 61.96 |
| 2020-03-31 | $97k | 1.8k | 53.65 |
| 2019-12-31 | $142k | 1.6k | 90.37 |