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Phillips 66 shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Phillips 66

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All positions including Phillips 66 held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.3M 48k 131.45
2024-06-30 $6.9M 49k 141.17
2024-03-31 $8.5M 52k 163.34
2023-12-31 $6.7M 50k 133.14
2023-09-30 $5.7M 47k 120.15
2023-06-30 $2.2M 23k 95.38
2023-03-31 $2.2M 22k 101.39
2022-12-31 $1.1M 10k 104.09
2022-09-30 $756k 9.3k 81.23
2022-06-30 $786k 9.6k 82.24
2022-03-31 $4.0M 47k 86.39
2021-12-31 $612k 8.4k 72.49
2021-09-30 $400k 5.7k 70.08
2021-06-30 $813k 9.5k 85.79
2021-03-31 $272k 3.3k 81.41