Phillips 66 shares owned by First Foundation Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by First Foundation Advisors
from 13F filings
Historical chart of First Foundation Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by First Foundation Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $357k | 2.7k | 131.45 |
| 2024-06-30 | $620k | 4.4k | 141.17 |
| 2024-03-31 | $782k | 4.8k | 163.33 |
| 2023-12-31 | $588k | 4.4k | 133.13 |
| 2023-09-30 | $637k | 5.3k | 120.15 |
| 2023-06-30 | $451k | 4.7k | 95.38 |
| 2023-03-31 | $472k | 4.7k | 101.39 |
| 2022-12-31 | $1.1M | 10k | 104.08 |
| 2022-09-30 | $798k | 9.9k | 80.76 |
| 2022-03-31 | $220k | 2.5k | 86.48 |
| 2019-12-31 | $631k | 5.7k | 111.43 |
| 2019-09-30 | $663k | 6.5k | 102.41 |
| 2019-06-30 | $517k | 5.5k | 93.56 |
| 2019-03-31 | $485k | 5.1k | 95.19 |
| 2018-12-31 | $462k | 5.4k | 86.24 |
| 2018-09-30 | $591k | 5.2k | 112.68 |
| 2018-06-30 | $515k | 4.6k | 112.40 |
| 2018-03-31 | $406k | 4.2k | 95.94 |
| 2017-12-31 | $423k | 4.2k | 101.20 |
| 2017-09-30 | $397k | 4.3k | 91.69 |
| 2017-06-30 | $365k | 4.4k | 82.73 |
| 2017-03-31 | $452k | 5.7k | 79.20 |
| 2016-03-31 | $245k | 2.8k | 86.63 |