Phillips 66 shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Phillips 66 by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $342k | 2.6k | 131.45 |
| 2024-06-30 | $371k | 2.6k | 141.17 |
| 2024-03-31 | $425k | 2.6k | 163.34 |
| 2023-12-31 | $352k | 2.6k | 133.14 |
| 2023-09-30 | $308k | 2.6k | 120.15 |
| 2023-06-30 | $252k | 2.6k | 95.38 |
| 2023-03-31 | $268k | 2.6k | 101.38 |
| 2022-12-31 | $275k | 2.6k | 104.08 |
| 2022-09-30 | $248k | 3.1k | 80.76 |
| 2022-06-30 | $229k | 2.8k | 82.05 |
| 2022-03-31 | $240k | 2.8k | 86.36 |
| 2021-12-31 | $202k | 2.8k | 72.35 |
| 2021-09-30 | $201k | 2.9k | 70.03 |
| 2021-06-30 | $246k | 2.9k | 85.65 |
| 2021-03-31 | $234k | 2.9k | 81.48 |
| 2020-12-31 | $212k | 3.0k | 70.08 |
| 2020-06-30 | $215k | 3.0k | 70.89 |
| 2019-12-31 | $337k | 3.0k | 111.40 |
| 2019-09-30 | $320k | 2.9k | 110.34 |
| 2018-12-31 | $223k | 2.6k | 86.10 |
| 2018-09-30 | $284k | 2.6k | 109.65 |
| 2018-06-30 | $336k | 2.8k | 119.19 |
| 2018-03-31 | $270k | 2.8k | 95.78 |
| 2017-12-31 | $286k | 2.8k | 101.06 |
| 2017-09-30 | $259k | 2.8k | 91.52 |
| 2017-06-30 | $234k | 2.8k | 82.69 |
| 2017-03-31 | $223k | 2.8k | 79.11 |
| 2016-12-31 | $244k | 2.8k | 86.56 |