Phillips 66 shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 136k | 136.02 |
| 2025-06-30 | $15M | 125k | 119.30 |
| 2025-03-31 | $16M | 125k | 123.48 |
| 2024-12-31 | $14M | 126k | 113.93 |
| 2024-09-30 | $16M | 124k | 131.45 |
| 2024-06-30 | $19M | 133k | 141.17 |
| 2024-03-31 | $21M | 127k | 163.34 |
| 2023-12-31 | $25M | 190k | 133.14 |
| 2023-09-30 | $22M | 186k | 120.15 |
| 2023-06-30 | $16M | 165k | 95.38 |
| 2023-03-31 | $15M | 152k | 101.38 |
| 2022-12-31 | $16M | 155k | 104.08 |
| 2022-09-30 | $13M | 164k | 80.72 |
| 2022-06-30 | $16k | 200 | 80.00 |
| 2022-03-31 | $11M | 129k | 86.39 |
| 2021-12-31 | $4.5M | 62k | 72.45 |
| 2021-09-30 | $4.3M | 62k | 70.03 |
| 2021-06-30 | $2.2M | 25k | 85.80 |
| 2021-03-31 | $1.7M | 21k | 81.56 |
| 2020-12-31 | $1.3M | 18k | 69.96 |
| 2020-09-30 | $803k | 16k | 50.25 |
| 2020-06-30 | $1.1M | 16k | 69.11 |
| 2020-03-31 | $763k | 15k | 49.54 |
| 2019-12-31 | $1.3M | 11k | 112.19 |
| 2019-09-30 | $360k | 3.5k | 102.39 |
| 2019-06-30 | $334k | 3.6k | 93.40 |
| 2019-03-31 | $290k | 3.0k | 95.27 |
| 2018-12-31 | $163k | 1.9k | 86.38 |
| 2018-09-30 | $196k | 1.7k | 112.58 |
| 2018-06-30 | $204k | 1.8k | 112.09 |
| 2018-03-31 | $129k | 1.4k | 94.71 |
| 2017-12-31 | $92k | 906 | 101.55 |
| 2017-09-30 | $9.0k | 91 | 98.90 |
| 2017-06-30 | $286k | 3.5k | 82.73 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors