LBMC Investment Advisors »

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

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by LBMC Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Phillips 66 by LBMC Investment Advisors

Quarter filed Position value Share count Share price at filing
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