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Phillips 66 shares owned by Joel Isaacson & Co

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Joel Isaacson & Co from 13F filings

Historical chart of Joel Isaacson & Co investment in Phillips 66

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All positions including Phillips 66 held by Joel Isaacson & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2024-06-30 $466k 3.3k 141.16
2024-03-31 $546k 3.3k 163.33
2023-12-31 $472k 3.5k 133.14
2023-09-30 $425k 3.5k 120.15
2023-06-30 $336k 3.5k 95.38
2023-03-31 $356k 3.5k 101.37
2022-12-31 $353k 3.4k 104.07
2022-09-30 $289k 3.6k 80.64
2022-06-30 $293k 3.6k 82.07
2022-03-31 $310k 3.6k 87.13
2021-12-31 $268k 3.7k 72.55
2021-09-30 $272k 3.9k 70.12
2021-06-30 $332k 3.9k 85.94
2021-03-31 $314k 3.9k 81.54
2020-12-31 $254k 3.6k 70.01
2020-06-30 $266k 3.7k 71.79
2020-03-31 $211k 3.9k 53.74
2019-12-31 $532k 4.8k 111.37
2019-09-30 $488k 4.8k 102.35
2019-06-30 $455k 4.9k 93.58
2019-03-31 $348k 3.7k 95.19
2018-12-31 $342k 3.7k 92.78
2018-09-30 $405k 3.6k 112.69
2018-06-30 $403k 3.6k 112.35
2018-03-31 $391k 4.1k 95.93
2017-12-31 $383k 3.8k 101.19
2017-09-30 $346k 3.8k 91.68
2017-06-30 $316k 3.8k 82.70
2017-03-31 $302k 3.8k 79.33
2016-12-31 $335k 3.9k 86.34
2016-09-30 $312k 3.9k 80.64
2016-06-30 $148k 1.9k 79.19
2016-03-31 $178k 2.1k 86.53
2015-12-31 $168k 2.1k 81.67
2015-09-30 $159k 2.1k 77.07
2015-06-30 $166k 2.1k 80.47
2015-03-31 $159k 2.0k 78.67
2014-12-31 $147k 2.0k 71.81
2014-09-30 $166k 2.0k 81.09
2014-06-30 $165k 2.0k 80.61
2014-03-31 $338k 10k 32.80
2013-12-31 $130k 1.7k 76.88
2013-09-30 $46k 802 57.36
2013-06-30 $47k 802 58.60
2013-03-31 $56k 802 69.83
2012-12-31 $74k 1.4k 52.78