Phillips 66 shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Phillips 66
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All positions including Phillips 66 held by Charles Schwab Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Phillips 66 by Charles Schwab Investment Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $382M | 2.9M | 131.45 |
2024-06-30 | $407M | 2.9M | 141.17 |
2024-03-31 | $475M | 2.9M | 163.34 |
2023-12-31 | $389M | 2.9M | 133.14 |
2023-09-30 | $348M | 2.9M | 120.15 |
2023-06-30 | $284M | 3.0M | 95.38 |
2023-03-31 | $306M | 3.0M | 101.38 |
2022-12-31 | $318M | 3.1M | 104.08 |
2022-09-30 | $257M | 3.2M | 80.72 |
2022-06-30 | $263M | 3.2M | 81.99 |
2022-03-31 | $277M | 3.2M | 86.39 |
2021-12-31 | $213M | 2.9M | 72.46 |
2021-09-30 | $198M | 2.8M | 70.03 |
2021-06-30 | $237M | 2.8M | 85.82 |
2021-03-31 | $212M | 2.6M | 81.54 |
2020-12-31 | $177M | 2.5M | 69.94 |
2020-09-30 | $125M | 2.4M | 51.84 |
2020-06-30 | $173M | 2.4M | 71.90 |
2020-03-31 | $133M | 2.5M | 53.65 |
2019-12-31 | $267M | 2.4M | 111.41 |
2019-09-30 | $247M | 2.4M | 102.40 |
2019-06-30 | $212M | 2.3M | 93.54 |
2019-03-31 | $211M | 2.2M | 95.17 |
2018-12-31 | $185M | 2.1M | 86.15 |
2018-09-30 | $236M | 2.1M | 112.72 |
2018-06-30 | $228M | 2.0M | 112.31 |
2018-03-31 | $196M | 2.0M | 95.92 |
2017-12-31 | $204M | 2.0M | 101.15 |
2017-09-30 | $180M | 2.0M | 91.61 |
2017-06-30 | $159M | 1.9M | 82.69 |
2017-03-31 | $142M | 1.8M | 79.22 |
2016-12-31 | $148M | 1.7M | 86.41 |
2016-09-30 | $133M | 1.6M | 80.55 |
2016-06-30 | $132M | 1.7M | 79.34 |
2016-03-31 | $141M | 1.6M | 86.59 |
2015-12-31 | $135M | 1.7M | 81.80 |
2015-09-30 | $128M | 1.7M | 76.84 |
2015-06-30 | $146M | 1.8M | 80.56 |
2015-03-31 | $137M | 1.7M | 78.60 |
2014-12-31 | $119M | 1.7M | 71.70 |
2014-09-30 | $134M | 1.6M | 81.31 |
2014-06-30 | $144M | 1.8M | 80.43 |
2014-03-31 | $143M | 1.9M | 77.06 |
2013-12-31 | $124M | 1.6M | 77.13 |
2013-09-30 | $94M | 1.6M | 57.90 |
2013-06-30 | $94M | 1.6M | 58.90 |
2013-03-31 | $113M | 1.6M | 69.36 |
2012-12-31 | $78M | 1.5M | 53.10 |
2012-09-30 | $47M | 1.0M | 46.56 |
2012-06-30 | $34M | 987k | 34.00 |
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