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Phillips 66 shares owned by Gradient Investments

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Gradient Investments from 13F filings

Historical chart of Gradient Investments investment in Phillips 66

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All positions including Phillips 66 held by Gradient Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Gradient Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $200k 1.5k 136.06
2024-06-30 $121k 857 141.10
2024-03-31 $139k 849 163.37
2023-12-31 $138k 1.0k 133.11
2023-09-30 $793k 6.6k 120.16
2023-06-30 $796k 8.3k 95.38
2023-03-31 $920k 9.1k 101.38
2022-12-31 $1.0M 9.7k 104.08
2022-09-30 $624k 7.7k 80.76
2022-06-30 $412k 5.0k 81.99
2022-03-31 $206k 2.4k 86.37
2021-12-31 $144k 2.0k 72.69
2021-09-30 $138k 2.0k 70.23
2021-06-30 $168k 2.0k 85.76
2021-03-31 $204k 2.5k 81.53
2020-12-31 $527k 10k 51.79
2020-09-30 $530k 10k 51.85
2020-06-30 $1.2M 17k 71.89
2020-03-31 $95k 1.8k 53.55
2019-12-31 $47k 420 111.90
2019-09-30 $67k 654 102.45
2019-06-30 $9.6M 102k 93.54
2019-03-31 $7.6M 80k 95.16
2018-12-31 $8.1M 94k 86.15
2018-09-30 $52k 458 113.54
2018-06-30 $77k 683 112.74
2018-03-31 $9.1M 95k 95.93
2017-12-31 $8.8M 87k 101.15
2017-09-30 $7.8M 85k 91.61
2017-06-30 $6.7M 81k 82.69
2017-03-31 $6.0M 76k 79.22
2016-12-31 $12k 137 87.59
2016-09-30 $29k 364 79.67
2016-06-30 $50k 632 79.11
2016-03-31 $29k 332 87.35
2015-12-31 $38k 462 82.25
2015-09-30 $36k 462 77.92
2015-06-30 $38k 470 80.85
2015-03-31 $44k 566 77.74
2014-12-31 $24k 340 70.59
2014-09-30 $28k 340 82.35
2014-06-30 $27k 340 79.41
2014-03-31 $9.0k 120 75.00
2013-12-31 $42k 548 76.64
2013-09-30 $7.0k 122 57.38
2013-06-30 $19k 320 59.38