Phillips 66 shares owned by JNBA Financial Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by JNBA Financial Advisors
from 13F filings
Historical chart of JNBA Financial Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by JNBA Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $86k | 655 | 131.35 |
| 2024-06-30 | $95k | 673 | 141.07 |
| 2024-03-31 | $137k | 839 | 163.34 |
| 2023-12-31 | $172k | 1.3k | 133.14 |
| 2023-09-30 | $156k | 1.3k | 120.15 |
| 2023-06-30 | $129k | 1.4k | 95.38 |
| 2023-03-31 | $138k | 1.4k | 101.38 |
| 2022-12-31 | $141k | 1.4k | 104.08 |
| 2022-09-30 | $106k | 1.3k | 80.73 |
| 2022-06-30 | $108k | 1.3k | 82.25 |
| 2022-03-31 | $116k | 1.3k | 86.44 |
| 2021-12-31 | $97k | 1.3k | 72.23 |
| 2021-09-30 | $90k | 1.3k | 69.93 |
| 2021-06-30 | $221k | 2.6k | 85.86 |
| 2021-03-31 | $220k | 2.7k | 81.42 |
| 2020-12-31 | $63k | 895 | 70.39 |
| 2020-09-30 | $46k | 895 | 51.40 |
| 2020-06-30 | $64k | 895 | 71.51 |
| 2020-03-31 | $47k | 879 | 53.47 |
| 2019-12-31 | $96k | 859 | 111.76 |
| 2019-09-30 | $82k | 796 | 103.02 |
| 2019-06-30 | $70k | 753 | 92.96 |
| 2019-03-31 | $72k | 753 | 95.62 |
| 2018-12-31 | $65k | 753 | 86.32 |
| 2018-09-30 | $4.1M | 37k | 112.73 |
| 2018-06-30 | $96k | 853 | 112.54 |
| 2018-03-31 | $853k | 853 | 1000.00 |
| 2017-12-31 | $96k | 953 | 100.73 |
| 2017-09-30 | $87k | 953 | 91.29 |
| 2017-06-30 | $79k | 953 | 82.90 |
| 2017-03-31 | $75k | 953 | 78.70 |
| 2016-12-31 | $66k | 760 | 86.84 |
| 2016-09-30 | $191k | 2.4k | 80.59 |
| 2016-06-30 | $61k | 769 | 79.32 |
| 2016-03-31 | $58k | 669 | 86.70 |
| 2015-12-31 | $55k | 669 | 82.21 |
| 2015-09-30 | $51k | 669 | 76.23 |
| 2015-06-30 | $54k | 669 | 80.72 |
| 2015-03-31 | $53k | 669 | 79.22 |
| 2014-12-31 | $48k | 669 | 71.75 |
| 2014-09-30 | $54k | 669 | 80.72 |
| 2014-06-30 | $54k | 669 | 80.72 |
| 2014-03-31 | $52k | 669 | 77.73 |
| 2013-12-31 | $47k | 609 | 77.18 |
| 2013-09-30 | $29k | 509 | 56.97 |
| 2013-06-30 | $24k | 409 | 58.68 |
| 2013-03-31 | $32k | 458 | 69.87 |
| 2012-12-31 | $27k | 509 | 53.05 |