Phillips 66 shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $202k | 1.6k | 129.06 |
| 2025-09-30 | $7.9M | 58k | 136.02 |
| 2025-06-30 | $5.7M | 48k | 119.30 |
| 2025-03-31 | $4.2M | 34k | 123.48 |
| 2024-12-31 | $3.4M | 30k | 113.93 |
| 2024-09-30 | $3.8M | 37k | 103.40 |
| 2024-06-30 | $3.4M | 24k | 141.22 |
| 2024-03-31 | $3.5M | 21k | 163.34 |
| 2023-12-31 | $678k | 5.1k | 133.14 |
| 2023-09-30 | $278k | 2.3k | 120.15 |
| 2023-06-30 | $223k | 2.3k | 95.38 |
| 2019-12-31 | $679k | 6.1k | 111.46 |
| 2019-09-30 | $619k | 6.0k | 102.47 |
| 2019-06-30 | $560k | 6.0k | 93.47 |
| 2019-03-31 | $638k | 6.7k | 95.35 |
| 2018-09-30 | $220k | 2.0k | 112.82 |
| 2018-06-30 | $221k | 2.0k | 112.18 |
| 2017-12-31 | $299k | 3.0k | 101.12 |
| 2017-09-30 | $289k | 3.2k | 91.54 |
| 2017-06-30 | $265k | 3.2k | 82.63 |
| 2017-03-31 | $254k | 3.2k | 79.20 |
| 2016-12-31 | $268k | 3.1k | 86.26 |
| 2016-09-30 | $250k | 3.1k | 80.46 |
| 2016-06-30 | $247k | 3.1k | 79.50 |
| 2016-03-31 | $298k | 3.4k | 86.45 |
More positions owned by Kovitz Investment Group Partners
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