Phillips 66 shares owned by Lake Street Financial
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Lake Street Financial
from 13F filings
Historical chart of Lake Street Financial investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Lake Street Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $210k | 1.2k | 182.13 |
| 2024-06-30 | $1.1M | 7.9k | 141.17 |
| 2024-03-31 | $1.1M | 6.5k | 163.33 |
| 2023-12-31 | $975k | 7.3k | 133.15 |
| 2022-09-30 | $223k | 2.8k | 80.71 |
| 2022-06-30 | $226k | 2.8k | 81.82 |