Phillips 66 shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $311k | 2.6k | 120.15 |
| 2023-06-30 | $6.6M | 69k | 95.38 |
| 2023-03-31 | $7.2M | 71k | 101.38 |
| 2022-12-31 | $7.3M | 70k | 104.08 |
| 2022-09-30 | $6.3M | 78k | 80.72 |
| 2022-06-30 | $6.2M | 76k | 81.99 |
| 2022-03-31 | $7.3M | 84k | 86.39 |
| 2021-12-31 | $5.3M | 73k | 72.45 |
| 2021-03-31 | $297k | 3.6k | 81.41 |
| 2020-12-31 | $348k | 5.0k | 69.91 |
| 2020-09-30 | $425k | 8.2k | 51.82 |
| 2020-06-30 | $1.6M | 22k | 71.89 |
| 2020-03-31 | $1.3M | 24k | 53.67 |
| 2019-12-31 | $1.9M | 21k | 91.38 |
| 2019-09-30 | $2.6M | 22k | 118.11 |
| 2019-06-30 | $2.2M | 23k | 97.32 |
| 2019-03-31 | $2.1M | 22k | 95.17 |
| 2018-12-31 | $2.1M | 22k | 94.22 |
| 2018-09-30 | $1.7M | 16k | 103.13 |
| 2018-06-30 | $1.9M | 17k | 112.32 |
| 2018-03-31 | $1.6M | 17k | 95.90 |
More positions owned by Mount Yale Investment Advisors
View all positions for Mount Yale Investment Advisors