Phillips 66 shares owned by Montecito Bank & Trust
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Montecito Bank & Trust
from 13F filings
Historical chart of Montecito Bank & Trust investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Montecito Bank & Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Phillips 66 by Montecito Bank & Trust
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $584k | 4.4k | 131.45 |
2024-06-30 | $624k | 4.4k | 141.17 |
2024-03-31 | $729k | 4.5k | 163.34 |
2023-12-31 | $626k | 4.7k | 133.14 |
2023-09-30 | $412k | 3.4k | 120.15 |
2023-06-30 | $360k | 3.8k | 95.38 |
2023-03-31 | $382k | 3.8k | 101.38 |
2022-12-31 | $392k | 3.8k | 104.09 |
2022-09-30 | $304k | 3.8k | 80.62 |
2022-06-30 | $291k | 3.6k | 81.89 |
2019-12-31 | $266k | 2.4k | 111.62 |
2019-09-30 | $244k | 2.4k | 102.51 |
2019-06-30 | $250k | 2.7k | 93.39 |
2019-03-31 | $245k | 2.6k | 94.98 |
2018-12-31 | $222k | 2.6k | 86.19 |
2018-09-30 | $290k | 2.6k | 112.55 |
2018-06-30 | $278k | 2.5k | 112.47 |
2018-03-31 | $211k | 2.2k | 95.78 |
2017-12-31 | $223k | 2.2k | 101.24 |
2016-12-31 | $161k | 1.9k | 86.33 |