Phillips 66 shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.3M | 17k | 131.45 |
| 2024-06-30 | $2.5M | 18k | 141.17 |
| 2024-03-31 | $3.0M | 18k | 163.34 |
| 2023-12-31 | $2.4M | 18k | 133.14 |
| 2023-09-30 | $2.2M | 19k | 120.15 |
| 2023-06-30 | $1.9M | 20k | 95.38 |
| 2023-03-31 | $6.6M | 43k | 152.74 |
| 2022-12-31 | $4.7M | 46k | 104.09 |
| 2022-09-30 | $1.9M | 24k | 80.72 |
| 2022-06-30 | $1.4M | 18k | 81.97 |
| 2022-03-31 | $1.9M | 22k | 86.40 |
| 2021-12-31 | $1.5M | 21k | 72.47 |
| 2021-09-30 | $1.3M | 19k | 70.04 |
| 2021-06-30 | $1.6M | 19k | 85.81 |
| 2021-03-31 | $1.5M | 19k | 81.51 |
| 2020-12-31 | $1.3M | 19k | 69.92 |
| 2020-09-30 | $725k | 14k | 51.82 |
| 2020-06-30 | $866k | 12k | 71.94 |
| 2020-03-31 | $589k | 11k | 53.62 |
| 2019-12-31 | $1.0M | 9.2k | 111.45 |
| 2019-09-30 | $617k | 6.0k | 102.44 |
| 2019-06-30 | $561k | 6.0k | 93.50 |
| 2019-03-31 | $505k | 5.3k | 95.10 |
| 2018-12-31 | $452k | 5.2k | 86.23 |
| 2018-09-30 | $560k | 5.0k | 112.77 |
| 2018-06-30 | $549k | 4.9k | 112.32 |
| 2018-03-31 | $464k | 4.8k | 95.95 |
| 2017-12-31 | $496k | 4.9k | 101.18 |
| 2017-09-30 | $335k | 3.7k | 91.71 |
| 2017-06-30 | $303k | 3.7k | 82.63 |
| 2017-03-31 | $283k | 3.6k | 79.21 |
| 2016-12-31 | $339k | 3.9k | 86.39 |
| 2016-09-30 | $358k | 4.5k | 80.45 |
| 2016-06-30 | $321k | 4.0k | 79.28 |
| 2016-03-31 | $314k | 3.6k | 86.62 |
| 2015-12-31 | $282k | 3.4k | 81.79 |
| 2015-09-30 | $265k | 3.4k | 76.90 |
| 2015-06-30 | $271k | 3.4k | 80.49 |
| 2015-03-31 | $264k | 3.4k | 78.48 |
| 2014-12-31 | $241k | 3.4k | 71.68 |
| 2014-09-30 | $261k | 3.2k | 81.33 |
| 2014-06-30 | $264k | 3.3k | 80.41 |
| 2014-03-31 | $236k | 3.1k | 77.05 |
| 2013-12-31 | $260k | 3.4k | 77.17 |
| 2013-09-30 | $266k | 4.6k | 57.80 |
| 2013-06-30 | $271k | 4.6k | 58.91 |
| 2013-03-31 | $331k | 4.7k | 70.07 |