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Phillips 66 shares owned by Lee Financial

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Lee Financial from 13F filings

Historical chart of Lee Financial investment in Phillips 66

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All positions including Phillips 66 held by Lee Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Lee Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $79k 592 133.14
2023-09-30 $68k 565 120.15
2023-06-30 $48k 499 95.38
2023-03-31 $64k 628 101.38
2022-12-31 $31k 301 104.08
2022-09-30 $25k 301 82.13
2022-06-30 $24k 294 80.00
2022-03-31 $25k 294 85.11
2021-12-31 $96k 1.3k 74.47
2021-09-30 $22k 294 74.47
2021-06-30 $21k 250 84.00
2021-03-31 $35k 430 81.40
2020-12-31 $20k 280 71.43
2020-09-30 $15k 280 53.57
2020-06-30 $15k 202 74.26
2020-03-31 $12k 232 51.72
2019-12-31 $26k 232 112.07
2019-09-30 $24k 232 103.45
2019-06-30 $22k 232 94.83
2019-03-31 $22k 232 94.83
2018-12-31 $17k 202 84.16
2018-09-30 $36k 320 112.50
2018-06-30 $56k 497 112.50
2018-03-31 $48k 497 96.88
2017-12-31 $32k 320 100.00
2017-09-30 $29k 320 90.62
2017-06-30 $26k 320 81.25
2017-03-31 $25k 320 78.12
2016-12-31 $28k 320 87.50