Phillips 66 shares owned by LGT Financial Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by LGT Financial Advisors
from 13F filings
Historical chart of LGT Financial Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by LGT Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15k | 110 | 135.71 |
| 2025-06-30 | $13k | 112 | 119.05 |
| 2025-03-31 | $13k | 108 | 123.06 |
| 2024-12-31 | $12k | 107 | 113.53 |
| 2024-09-30 | $14k | 106 | 131.09 |
| 2024-06-30 | $15k | 105 | 140.96 |
| 2024-03-31 | $17k | 104 | 163.34 |
| 2023-12-31 | $14k | 104 | 133.14 |
| 2023-09-30 | $13k | 104 | 120.15 |