Phillips 66 shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in Phillips 66
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All positions including Phillips 66 held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phillips 66 by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $11M | 95k | 119.30 |
| 2025-03-31 | $12M | 94k | 123.48 |
| 2024-12-31 | $10M | 89k | 113.93 |
| 2024-09-30 | $12M | 92k | 131.45 |
| 2024-06-30 | $11M | 79k | 141.17 |
| 2024-03-31 | $7.3M | 44k | 163.34 |
| 2023-12-31 | $5.2M | 39k | 133.14 |
| 2023-09-30 | $5.5M | 46k | 120.15 |
| 2023-06-30 | $4.5M | 47k | 95.38 |
| 2023-03-31 | $6.7M | 66k | 101.38 |
| 2022-12-31 | $5.3M | 51k | 104.08 |
| 2022-09-30 | $4.1M | 50k | 80.72 |
| 2022-06-30 | $4.0M | 49k | 81.99 |
| 2022-03-31 | $4.3M | 50k | 86.43 |
| 2021-12-31 | $3.5M | 49k | 72.45 |
| 2021-09-30 | $3.6M | 51k | 69.97 |
| 2021-06-30 | $4.3M | 50k | 85.80 |
| 2021-03-31 | $4.6M | 56k | 81.59 |
| 2020-12-31 | $4.0M | 57k | 69.92 |
| 2020-09-30 | $4.1M | 79k | 51.85 |
| 2020-06-30 | $3.8M | 53k | 71.95 |
| 2020-03-31 | $2.8M | 52k | 53.70 |
| 2019-12-31 | $5.9M | 53k | 111.28 |
| 2019-09-30 | $4.8M | 47k | 102.32 |
| 2019-06-30 | $4.2M | 45k | 93.55 |
| 2019-03-31 | $4.2M | 44k | 95.18 |
| 2018-12-31 | $2.5M | 29k | 86.17 |
More positions owned by H D Vest Advisory Services
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