Phillips 66 shares owned by Legend Financial Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Legend Financial Advisors
from 13F filings
Historical chart of Legend Financial Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Legend Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $46k | 350 | 131.45 |
| 2024-06-30 | $56k | 399 | 141.17 |
| 2024-03-31 | $74k | 451 | 163.34 |
| 2023-12-31 | $80k | 601 | 133.14 |
| 2023-09-30 | $72k | 601 | 120.15 |
| 2023-06-30 | $57k | 601 | 95.38 |
| 2023-03-31 | $61k | 601 | 101.38 |
| 2022-12-31 | $63k | 601 | 104.08 |
| 2022-09-30 | $49k | 601 | 80.71 |