Phillips 66 shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $4.7M | 34k | 141.17 |
| 2024-03-31 | $5.2M | 32k | 163.34 |
| 2023-12-31 | $4.2M | 32k | 133.14 |
| 2023-09-30 | $3.7M | 31k | 120.15 |
| 2023-06-30 | $1.7M | 18k | 95.38 |
| 2023-03-31 | $1.7M | 16k | 101.38 |
| 2022-09-30 | $648k | 8.0k | 80.77 |
| 2022-06-30 | $642k | 7.8k | 81.98 |
| 2022-03-31 | $714k | 8.3k | 86.45 |
| 2021-12-31 | $563k | 7.8k | 72.50 |
| 2021-09-30 | $503k | 7.2k | 69.98 |
| 2021-06-30 | $656k | 7.6k | 85.77 |
| 2021-03-31 | $527k | 6.5k | 81.57 |
| 2020-12-31 | $496k | 7.1k | 69.88 |
| 2020-09-30 | $263k | 5.1k | 51.79 |
| 2020-06-30 | $336k | 4.7k | 71.87 |
| 2020-03-31 | $257k | 4.8k | 53.70 |
| 2019-12-31 | $575k | 5.2k | 111.46 |
| 2019-09-30 | $607k | 5.9k | 102.38 |
| 2019-06-30 | $784k | 8.4k | 93.59 |
| 2019-03-31 | $932k | 9.8k | 95.13 |
| 2018-12-31 | $583k | 6.8k | 86.10 |
| 2018-09-30 | $450k | 4.5k | 100.42 |
| 2018-06-30 | $441k | 4.4k | 99.12 |
| 2018-03-31 | $442k | 4.6k | 95.07 |
| 2017-12-31 | $396k | 3.9k | 102.11 |
| 2017-09-30 | $355k | 3.8k | 93.32 |
| 2017-06-30 | $268k | 3.2k | 82.59 |
| 2017-03-31 | $274k | 3.5k | 77.53 |
| 2016-12-31 | $279k | 3.4k | 83.04 |
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