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Phillips 66 shares owned by Cary Street Partner Investment Advisory

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Cary Street Partner Investment Advisory from 13F filings

Historical chart of Cary Street Partner Investment Advisory investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by Cary Street Partner Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Cary Street Partner Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.3M 40k 131.45
2024-06-30 $5.7M 41k 141.17
2024-03-31 $7.4M 45k 163.34
2023-12-31 $326k 4.5k 72.51
2023-09-30 $6.2M 52k 120.15
2023-06-30 $1.2M 13k 95.38
2023-03-31 $1.3M 13k 101.38
2022-12-31 $1.5M 14k 104.08
2022-09-30 $1.3M 16k 80.74
2022-06-30 $1.2M 14k 82.00
2022-03-31 $511k 5.9k 86.42
2021-12-31 $326k 4.5k 72.51
2021-09-30 $305k 4.4k 70.02
2021-06-30 $385k 4.5k 85.75
2021-03-31 $205k 29k 7.11
2020-12-31 $340k 4.9k 69.89
2020-09-30 $2.1M 41k 51.84