Phillips 66 shares owned by Fortis Capital Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Fortis Capital Advisors
from 13F filings
Historical chart of Fortis Capital Advisors investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Fortis Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phillips 66 by Fortis Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $393k | 2.2k | 182.18 |
| 2024-09-30 | $400k | 3.0k | 131.45 |
| 2023-03-31 | $1.1k | 11 | 101.36 |
| 2022-12-31 | $125k | 1.2k | 104.08 |