Phillips 66 shares owned by FRG Family Wealth Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by FRG Family Wealth Advisors
from 13F filings
Historical chart of FRG Family Wealth Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by FRG Family Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $759k | 5.7k | 133.14 |
| 2023-09-30 | $685k | 5.7k | 120.15 |
| 2023-06-30 | $544k | 5.7k | 95.38 |
| 2023-03-31 | $578k | 5.7k | 101.38 |
| 2022-12-31 | $594k | 5.7k | 104.08 |
| 2022-09-30 | $460k | 5.7k | 80.66 |
| 2022-06-30 | $468k | 5.7k | 82.06 |
| 2022-03-31 | $493k | 5.7k | 86.45 |
| 2021-12-31 | $406k | 5.6k | 72.46 |
| 2021-09-30 | $421k | 6.0k | 69.98 |
| 2021-06-30 | $606k | 7.1k | 85.82 |
| 2021-03-31 | $576k | 7.1k | 81.57 |
| 2020-12-31 | $520k | 7.4k | 69.93 |
| 2020-09-30 | $528k | 10k | 51.89 |
| 2020-06-30 | $756k | 11k | 71.92 |
| 2020-03-31 | $633k | 12k | 53.65 |
| 2019-12-31 | $1.6M | 14k | 111.44 |
| 2019-09-30 | $1.5M | 15k | 102.41 |
| 2019-06-30 | $1.5M | 16k | 93.54 |
| 2019-03-31 | $1.7M | 18k | 95.19 |
| 2018-12-31 | $1.7M | 20k | 86.17 |
| 2018-09-30 | $2.4M | 22k | 112.71 |
| 2018-06-30 | $2.7M | 24k | 112.31 |
| 2018-03-31 | $2.3M | 24k | 95.91 |
| 2017-12-31 | $2.5M | 24k | 101.17 |
| 2017-09-30 | $2.2M | 24k | 91.62 |
| 2017-06-30 | $2.0M | 24k | 82.71 |
| 2017-03-31 | $1.9M | 24k | 78.57 |
| 2016-12-31 | $2.1M | 24k | 86.43 |
| 2016-09-30 | $1.9M | 24k | 80.53 |
| 2016-06-30 | $1.9M | 24k | 79.33 |
| 2016-03-31 | $2.1M | 24k | 87.63 |
| 2015-12-31 | $2.0M | 24k | 81.78 |
More positions owned by FRG Family Wealth Advisors
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