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Phillips 66 shares owned by BKD Wealth Advisors

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

Historical chart of BKD Wealth Advisors investment in Phillips 66

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Phillips 66 by BKD Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $493k 3.5k 141.17
2024-03-31 $577k 3.5k 163.34
2023-12-31 $460k 3.5k 133.14
2023-09-30 $433k 3.6k 120.15
2023-06-30 $373k 3.9k 95.38
2023-03-31 $384k 3.8k 101.38
2022-12-31 $405k 3.9k 104.08
2022-09-30 $304k 3.8k 80.81
2022-06-30 $321k 3.9k 82.06
2022-03-31 $296k 3.4k 86.45
2021-12-31 $211k 2.9k 72.48
2021-06-30 $219k 2.5k 85.95
2021-03-31 $300k 3.7k 81.43
2020-12-31 $305k 4.4k 69.95
2020-06-30 $304k 4.2k 71.90
2020-03-31 $224k 4.2k 53.67
2019-12-31 $510k 4.6k 111.43
2019-09-30 $457k 4.5k 102.42
2019-06-30 $417k 4.5k 93.48
2019-03-31 $411k 4.3k 95.07
2018-12-31 $372k 4.3k 86.25
2018-09-30 $750k 6.7k 112.73
2018-06-30 $628k 5.6k 112.38
2018-03-31 $520k 5.4k 95.99
2017-12-31 $620k 6.1k 101.21
2017-09-30 $604k 6.6k 91.68
2017-06-30 $519k 6.3k 82.76
2017-03-31 $451k 5.7k 79.26
2016-12-31 $538k 6.2k 86.44
2016-09-30 $423k 5.3k 80.56
2016-06-30 $395k 5.0k 79.35
2016-03-31 $471k 5.4k 86.66
2015-12-31 $469k 5.7k 81.82
2015-09-30 $340k 4.4k 76.89
2015-06-30 $317k 3.9k 80.44
2015-03-31 $341k 4.3k 78.68
2014-12-31 $244k 3.8k 64.21
2014-09-30 $216k 2.8k 77.70
2014-06-30 $223k 2.8k 80.48
2014-03-31 $214k 2.8k 77.06
2013-12-31 $512k 6.6k 77.20
2013-09-30 $351k 6.1k 57.60
2013-03-31 $279k 4.0k 69.91
2012-12-31 $235k 4.4k 53.12
2012-09-30 $336k 7.2k 46.40
2012-06-30 $444k 13k 33.27