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Phillips 66 shares owned by Lido Advisors

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

Historical chart of Lido Advisors investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Lido Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.3M 44k 141.17
2024-03-31 $2.5M 16k 163.34
2023-12-31 $1.9M 14k 133.14
2023-09-30 $1.5M 13k 120.15
2023-06-30 $1.1M 12k 95.39
2023-03-31 $1.0M 10k 101.38
2022-12-31 $1.0M 9.9k 104.08
2022-09-30 $549k 6.8k 80.34
2022-06-30 $491k 6.0k 81.85
2022-03-31 $477k 5.5k 86.35
2021-12-31 $509k 7.0k 72.46
2021-09-30 $577k 8.2k 70.01
2021-06-30 $773k 9.0k 85.81
2021-03-31 $731k 9.0k 81.57
2020-12-31 $637k 9.1k 69.85
2020-09-30 $361k 7.0k 51.88
2020-06-30 $529k 7.4k 71.90
2020-03-31 $270k 5.0k 53.57
2019-12-31 $642k 5.8k 111.34
2019-09-30 $569k 5.6k 102.36
2019-06-30 $306k 3.3k 93.46
2019-03-31 $503k 5.3k 95.09
2018-12-31 $322k 3.7k 86.14
2018-09-30 $433k 3.8k 112.67
2016-09-30 $234k 2.9k 80.66
2016-06-30 $367k 4.6k 79.44
2016-03-31 $303k 3.5k 86.57