Phillips 66 shares owned by GoalVest Advisory
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27k | 200 | 136.02 |
| 2025-06-30 | $24k | 200 | 119.30 |
| 2025-03-31 | $25k | 200 | 123.48 |
| 2024-12-31 | $23k | 200 | 113.93 |
| 2024-09-30 | $26k | 200 | 131.45 |
| 2024-06-30 | $28k | 200 | 141.17 |
| 2024-03-31 | $33k | 200 | 163.34 |
| 2023-12-31 | $27k | 200 | 133.14 |
| 2023-09-30 | $24k | 200 | 120.15 |
| 2023-06-30 | $19k | 200 | 95.38 |
| 2022-06-30 | $28k | 343 | 81.63 |
| 2020-12-31 | $4.0k | 64 | 62.50 |