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
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Gradient Investments consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |