Phillips 66 shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 11k | 131.45 |
| 2024-06-30 | $1.6M | 11k | 141.17 |
| 2024-03-31 | $1.8M | 11k | 163.34 |
| 2023-12-31 | $1.4M | 10k | 133.14 |
| 2023-09-30 | $1.3M | 11k | 120.15 |
| 2023-06-30 | $953k | 10k | 95.38 |
| 2023-03-31 | $1.0M | 9.9k | 101.38 |
| 2022-12-31 | $1.0B | 10M | 104.08 |
| 2022-09-30 | $798k | 9.9k | 80.72 |
| 2022-06-30 | $848k | 10k | 81.99 |
| 2022-03-31 | $337k | 3.9k | 86.39 |
| 2021-12-31 | $260k | 3.6k | 72.46 |
| 2021-09-30 | $252k | 3.6k | 70.04 |
| 2021-06-30 | $298k | 3.5k | 85.83 |
| 2021-03-31 | $276k | 3.4k | 81.54 |
| 2019-12-31 | $213k | 1.9k | 111.40 |
| 2019-06-30 | $204k | 45k | 4.50 |
| 2019-03-31 | $353k | 3.4k | 104.65 |
| 2018-09-30 | $220k | 2.0k | 112.70 |
| 2018-06-30 | $274k | 34k | 8.14 |
| 2018-03-31 | $197k | 2.1k | 96.05 |
| 2017-12-31 | $112k | 1.1k | 101.54 |
| 2015-09-30 | $33k | 434 | 76.04 |
More positions owned by Moneta Group Investment Advisors
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