Herold Advisors »

Phillips 66 shares owned by Herold Advisors

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Herold Advisors from 13F filings

Historical chart of Herold Advisors investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by Herold Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Phillips 66 by Herold Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 26k 131.45
2024-06-30 $3.5M 25k 141.17
2024-03-31 $4.0M 24k 163.34
2023-12-31 $3.5M 26k 133.14
2023-09-30 $3.2M 26k 120.15
2023-06-30 $2.3M 24k 95.38
2023-03-31 $2.2M 22k 101.38
2022-12-31 $2.2M 21k 104.08
2022-09-30 $1.7M 21k 80.68
2022-03-31 $69k 800 86.39
2021-09-30 $56k 800 70.00