Phillips 66 shares owned by LM Advisors
Historical chart of LM Advisors investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by LM Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phillips 66 by LM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $236k | 1.7k | 135.87 |
| 2025-06-30 | $207k | 1.7k | 119.17 |
| 2025-03-31 | $216k | 1.7k | 123.50 |
| 2024-12-31 | $228k | 2.0k | 114.00 |
| 2024-09-30 | $263k | 2.0k | 131.50 |
| 2024-03-31 | $328k | 2.0k | 163.43 |
| 2023-12-31 | $267k | 2.0k | 133.14 |