Phillips 66 shares owned by LBMC Investment Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by LBMC Investment Advisors
from 13F filings
Historical chart of LBMC Investment Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by LBMC Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $336k | 2.5k | 136.02 |
| 2025-06-30 | $297k | 2.5k | 119.30 |
| 2025-03-31 | $307k | 2.5k | 123.48 |
| 2024-12-31 | $272k | 2.4k | 113.94 |
| 2024-09-30 | $313k | 2.4k | 131.46 |
| 2024-06-30 | $337k | 2.4k | 141.19 |
| 2024-03-31 | $389k | 2.4k | 163.37 |
| 2023-12-31 | $367k | 2.8k | 133.13 |
| 2023-09-30 | $319k | 2.8k | 115.62 |
| 2023-06-30 | $263k | 2.8k | 95.38 |
| 2023-03-31 | $279k | 2.8k | 101.37 |
| 2022-12-31 | $287k | 2.8k | 104.08 |
| 2022-09-30 | $222k | 2.8k | 80.61 |
| 2022-06-30 | $226k | 2.8k | 82.09 |
| 2022-03-31 | $238k | 2.8k | 86.48 |
| 2021-06-30 | $236k | 2.7k | 85.85 |
| 2019-12-31 | $227k | 2.0k | 111.17 |
| 2019-09-30 | $209k | 2.0k | 102.40 |
| 2018-12-31 | $204k | 2.4k | 85.97 |
| 2018-09-30 | $294k | 2.6k | 112.60 |
| 2018-06-30 | $293k | 2.6k | 112.30 |