Phillips 66 shares owned by Capital Asset Advisory Services
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Capital Asset Advisory Services
from 13F filings
Historical chart of Capital Asset Advisory Services investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Capital Asset Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phillips 66 by Capital Asset Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $203k | 1.2k | 169.05 |
| 2024-06-30 | $220k | 1.7k | 132.83 |
| 2024-03-31 | $271k | 1.6k | 170.76 |
| 2021-06-30 | $564k | 6.6k | 85.82 |
| 2021-03-31 | $490k | 6.0k | 81.50 |
| 2020-12-31 | $369k | 5.3k | 69.98 |
| 2020-09-30 | $207k | 4.0k | 51.93 |
| 2020-06-30 | $275k | 4.3k | 64.03 |
| 2020-03-31 | $290k | 4.1k | 70.92 |
| 2019-12-31 | $420k | 4.7k | 90.24 |
More positions owned by Capital Asset Advisory Services
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