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Phillips 66 shares owned by LPL Financial

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

Historical chart of LPL Financial investment in Phillips 66

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Quarterly reported holdings in Phillips 66 by LPL Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $70M 584k 120.15
2023-06-30 $56M 592k 95.38
2023-03-31 $60M 596k 101.38
2022-12-31 $50M 477k 104.08
2022-09-30 $34M 425k 80.72
2022-06-30 $32M 391k 81.99
2022-03-31 $27M 309k 86.39
2021-12-31 $21M 295k 72.46
2021-09-30 $18M 263k 70.03
2021-06-30 $23M 263k 85.82
2021-03-31 $20M 245k 81.54
2020-12-31 $16M 232k 69.94
2020-09-30 $12M 228k 51.84
2020-06-30 $19M 264k 71.90
2020-03-31 $13M 249k 53.65
2019-12-31 $25M 224k 111.41
2019-09-30 $22M 217k 102.40
2019-06-30 $20M 213k 93.54
2019-03-31 $18M 193k 95.17
2018-12-31 $16M 189k 86.15
2018-09-30 $20M 175k 112.72
2018-06-30 $20M 176k 112.31
2018-03-31 $17M 172k 95.92
2017-12-31 $14M 137k 101.15
2017-09-30 $12M 134k 91.61
2017-06-30 $11M 127k 82.69
2017-03-31 $1.1M 14k 78.28
2016-12-31 $917k 11k 86.79
2016-09-30 $1.6M 20k 79.80
2016-06-30 $838k 11k 76.40
2016-03-31 $18M 210k 84.81
2015-12-31 $16M 202k 81.00
2015-09-30 $7.9M 96k 81.82
2015-06-30 $7.7M 94k 81.54
2015-03-31 $7.8M 98k 79.94
2014-12-31 $6.7M 94k 71.70
2014-09-30 $7.0M 88k 79.62
2014-06-30 $7.5M 93k 80.43
2014-03-31 $7.2M 93k 77.06
2013-12-31 $7.4M 96k 77.13
2013-09-30 $5.6M 92k 60.48
2013-06-30 $5.1M 87k 58.91
2012-12-31 $5.2M 94k 55.26
2012-09-30 $4.4M 95k 46.37

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View all positions for LPL Financial

Top funds holding Phillips 66

Vanguard Group
Wells Fargo & Company
Barclays
Wellington Management Company
Harris Associates L.P
Bank of New York Mellon
Bank of America Corporation
Norges Bank Investment Management
Legal & General Group
Robeco Investment Management
Dimensional Fund Advisors
Barrow, Hanley, Mewhinney & Strauss
UBS Group
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Phillips 66