Phillips 66 shares owned by Beacon Investment Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Beacon Investment Advisors
from 13F filings
Historical chart of Beacon Investment Advisors investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Beacon Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Phillips 66 by Beacon Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 9.4k | 131.46 |
| 2024-06-30 | $1.3M | 9.4k | 141.18 |
| 2024-03-31 | $877k | 5.4k | 163.33 |
| 2023-09-30 | $608k | 5.1k | 120.15 |
| 2023-06-30 | $481k | 5.0k | 95.38 |
| 2023-03-31 | $514k | 5.1k | 101.37 |
| 2022-12-31 | $520k | 5.0k | 104.09 |
More positions owned by Beacon Investment Advisors
View all positions for Beacon Investment Advisors