Gladstone Institutional Advisory »

Phillips 66 shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Phillips 66 by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.7M 33k 113.93
2024-09-30 $3.8M 29k 131.45
2024-06-30 $3.6M 25k 141.17
2024-03-31 $3.6M 22k 163.34
2023-12-31 $3.0M 23k 133.14
2023-09-30 $2.4M 20k 120.15
2023-06-30 $1.9M 20k 95.38
2023-03-31 $1.8M 18k 101.38
2022-12-31 $2.1M 20k 104.08
2022-09-30 $2.2M 27k 80.71
2022-06-30 $2.0M 24k 82.00
2022-03-31 $2.2M 25k 86.39
2021-12-31 $2.5M 34k 72.46
2021-09-30 $2.4M 35k 70.02
2021-06-30 $2.5M 29k 85.81
2021-03-31 $2.0M 25k 81.55
2020-12-31 $1.4M 21k 69.94
2020-09-30 $1.1M 22k 51.85
2020-06-30 $1.7M 23k 71.91
2020-03-31 $1.3M 24k 54.24
2019-12-31 $2.8M 25k 111.42
2019-09-30 $2.6M 25k 102.40