Phillips 66 shares owned by Great Valley Advisor Group
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Great Valley Advisor Group
from 13F filings
Historical chart of Great Valley Advisor Group investment in Phillips 66
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All positions including Phillips 66 held by Great Valley Advisor Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phillips 66 by Great Valley Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 15k | 136.01 |
| 2025-06-30 | $1.7M | 15k | 119.33 |
| 2025-03-31 | $1.9M | 16k | 123.46 |
| 2024-12-31 | $1.8M | 16k | 113.90 |
| 2024-09-30 | $2.0M | 16k | 131.45 |
| 2024-06-30 | $2.2M | 15k | 141.17 |
| 2024-03-31 | $2.6M | 16k | 163.34 |
| 2023-12-31 | $1.9M | 14k | 133.11 |
| 2023-09-30 | $1.7M | 14k | 120.17 |
| 2023-06-30 | $1.3M | 13k | 95.37 |
| 2023-03-31 | $1.5M | 15k | 101.40 |
| 2022-12-31 | $2.3M | 23k | 104.08 |
| 2022-09-30 | $1.7M | 21k | 80.72 |
| 2022-06-30 | $1.6M | 20k | 82.02 |
| 2022-03-31 | $1.2M | 14k | 86.22 |
| 2021-12-31 | $745k | 10k | 72.41 |
| 2021-09-30 | $514k | 7.3k | 70.03 |
| 2021-06-30 | $535k | 6.2k | 85.70 |
| 2021-03-31 | $484k | 5.9k | 81.45 |
| 2020-12-31 | $407k | 5.8k | 70.02 |
| 2020-06-30 | $233k | 3.2k | 72.27 |
| 2019-12-31 | $241k | 2.2k | 111.78 |
| 2019-09-30 | $219k | 2.1k | 102.00 |
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