Phillips 66 shares owned by Financial Advocates Investment Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Financial Advocates Investment Management
from 13F filings
Historical chart of Financial Advocates Investment Management investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Financial Advocates Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Phillips 66 by Financial Advocates Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.2M | 10k | 113.93 |
| 2024-09-30 | $1.4M | 11k | 131.45 |
| 2024-06-30 | $1.5M | 11k | 141.17 |
| 2024-03-31 | $1.9M | 12k | 163.34 |
| 2023-12-31 | $1.5M | 11k | 133.13 |
| 2023-09-30 | $1.2M | 10k | 120.15 |
| 2023-06-30 | $984k | 10k | 95.38 |
| 2023-03-31 | $1.2M | 12k | 101.38 |
| 2022-12-31 | $1.0M | 10k | 104.08 |
| 2022-09-30 | $713k | 8.8k | 80.63 |
| 2022-06-30 | $642k | 7.8k | 82.02 |
| 2022-03-31 | $330k | 3.8k | 86.30 |
| 2021-12-31 | $204k | 2.8k | 72.60 |
| 2021-06-30 | $247k | 2.9k | 85.76 |
| 2021-03-31 | $258k | 3.2k | 81.65 |
| 2020-12-31 | $308k | 4.4k | 69.81 |
| 2020-09-30 | $279k | 5.4k | 51.86 |
| 2020-06-30 | $472k | 6.6k | 71.86 |
| 2020-03-31 | $328k | 6.1k | 53.59 |
| 2019-12-31 | $780k | 7.0k | 111.35 |
| 2019-09-30 | $716k | 7.0k | 102.36 |
| 2019-06-30 | $639k | 6.8k | 93.56 |
| 2019-03-31 | $657k | 6.9k | 95.23 |
| 2018-12-31 | $226k | 7.1k | 31.98 |
| 2018-09-30 | $1.0M | 9.1k | 112.04 |
| 2018-06-30 | $980k | 8.9k | 110.56 |
| 2018-03-31 | $955k | 10k | 95.91 |
| 2017-12-31 | $994k | 9.9k | 100.00 |
More positions owned by Financial Advocates Investment Management
View all positions for Financial Advocates Investment Management