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
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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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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 |
More positions owned by Cary Street Partner Investment Advisory
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