Phillips 66 shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $479k | 3.5k | 136.05 |
| 2025-06-30 | $431k | 3.6k | 119.31 |
| 2025-03-31 | $530k | 4.3k | 123.50 |
| 2024-12-31 | $724k | 5.2k | 140.32 |
| 2024-09-30 | $1.0M | 7.9k | 131.45 |
| 2024-06-30 | $922k | 6.5k | 141.18 |
| 2024-03-31 | $1.4M | 8.7k | 163.36 |
| 2023-09-30 | $1.4M | 11k | 120.15 |
| 2023-06-30 | $1.1M | 11k | 95.39 |
| 2023-03-31 | $1.1M | 11k | 101.38 |
| 2022-12-31 | $1.2M | 11k | 104.07 |
| 2022-09-30 | $692k | 8.6k | 80.74 |
| 2022-06-30 | $720k | 8.8k | 81.99 |
| 2022-03-31 | $698k | 8.1k | 86.34 |
| 2021-12-31 | $557k | 7.7k | 72.49 |
| 2021-09-30 | $359k | 5.1k | 70.14 |
| 2021-06-30 | $640k | 7.5k | 85.85 |
| 2021-03-31 | $521k | 6.4k | 81.61 |
| 2020-12-31 | $1.0M | 15k | 69.96 |
| 2020-09-30 | $135k | 2.5k | 53.85 |
| 2020-06-30 | $292k | 4.1k | 71.90 |
| 2020-03-31 | $135k | 2.5k | 53.85 |
| 2019-12-31 | $471k | 4.2k | 111.29 |
| 2019-09-30 | $979k | 9.6k | 102.38 |
| 2019-06-30 | $472k | 5.0k | 93.63 |
| 2019-03-31 | $498k | 5.2k | 95.26 |
| 2018-12-31 | $949k | 11k | 86.16 |
| 2018-09-30 | $1.3M | 11k | 112.68 |
| 2018-06-30 | $778k | 6.9k | 112.31 |
| 2018-03-31 | $672k | 7.0k | 95.96 |
| 2017-12-31 | $718k | 7.1k | 101.13 |
| 2017-09-30 | $640k | 7.0k | 91.56 |
More positions owned by Belpointe Asset Management
View all positions for Belpointe Asset Management