Phillips 66 shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $141k | 1.0k | 136.03 |
| 2025-06-30 | $124k | 1.0k | 119.31 |
| 2025-03-31 | $104k | 838 | 123.49 |
| 2024-12-31 | $96k | 838 | 113.94 |
| 2024-09-30 | $110k | 838 | 131.46 |
| 2024-06-30 | $118k | 838 | 141.18 |
| 2024-03-31 | $137k | 838 | 163.36 |
| 2023-12-31 | $112k | 838 | 133.15 |
| 2023-09-30 | $101k | 838 | 120.16 |
| 2023-06-30 | $80k | 838 | 95.39 |
| 2023-03-31 | $85k | 838 | 101.39 |
| 2022-12-31 | $87k | 838 | 104.09 |
| 2022-09-30 | $68k | 838 | 81.15 |
| 2022-06-30 | $69k | 838 | 82.34 |
| 2022-03-31 | $72k | 838 | 85.92 |
| 2021-12-31 | $61k | 838 | 72.79 |
| 2021-09-30 | $87k | 1.2k | 70.27 |
| 2021-06-30 | $106k | 1.2k | 85.62 |
| 2021-03-31 | $101k | 1.2k | 81.58 |
| 2020-12-31 | $155k | 2.2k | 70.04 |
| 2020-09-30 | $115k | 2.2k | 51.97 |
| 2020-06-30 | $159k | 2.2k | 71.85 |
| 2020-03-31 | $119k | 2.2k | 53.77 |
| 2019-12-31 | $247k | 2.2k | 111.61 |
| 2019-09-30 | $227k | 2.2k | 102.58 |
| 2019-06-30 | $220k | 2.3k | 93.70 |
| 2019-03-31 | $233k | 2.4k | 95.18 |
| 2018-12-31 | $157k | 1.8k | 86.12 |
| 2018-09-30 | $205k | 1.8k | 112.45 |
| 2018-06-30 | $205k | 1.8k | 112.45 |
| 2018-03-31 | $175k | 1.8k | 96.00 |
| 2017-12-31 | $210k | 2.1k | 101.35 |
| 2015-03-31 | $81k | 1.0k | 78.56 |
| 2014-12-31 | $74k | 1.0k | 71.77 |
| 2014-09-30 | $66k | 806 | 81.89 |
| 2014-06-30 | $70k | 866 | 80.83 |
| 2014-03-31 | $73k | 946 | 77.17 |
| 2013-12-31 | $82k | 1.1k | 77.50 |
| 2013-09-30 | $55k | 946 | 58.14 |
More positions owned by Optimum Investment Advisors
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