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Phillips 66 shares owned by Optimal Asset Management

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Optimal Asset Management from 13F filings

Historical chart of Optimal Asset Management investment in Phillips 66

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All positions including Phillips 66 held by Optimal Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Optimal Asset Management

Quarter filed Position value Share count Share price at filing
2021-09-30 $724k 10k 70.05
2021-06-30 $886k 10k 85.84
2021-03-31 $842k 10k 81.58
2020-12-31 $708k 10k 69.96
2020-09-30 $526k 10k 51.85
2020-06-30 $1.0M 14k 71.89
2020-03-31 $2.0M 37k 53.64
2019-12-31 $1.9M 17k 111.40