Phillips 66 shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $253k | 1.9k | 131.46 |
| 2024-06-30 | $268k | 1.9k | 141.17 |
| 2024-03-31 | $321k | 2.0k | 163.31 |
| 2023-12-31 | $275k | 2.1k | 133.14 |
| 2023-09-30 | $246k | 2.0k | 120.15 |
| 2023-06-30 | $205k | 2.2k | 95.36 |
| 2023-03-31 | $213k | 2.1k | 101.38 |
| 2022-12-31 | $207k | 2.0k | 104.06 |
| 2022-06-30 | $167k | 2.0k | 82.23 |
| 2022-03-31 | $200k | 2.3k | 86.51 |
| 2021-12-31 | $170k | 2.3k | 72.65 |
| 2021-09-30 | $178k | 2.5k | 70.08 |
| 2021-06-30 | $211k | 2.5k | 85.67 |
| 2021-03-31 | $66k | 812 | 81.28 |
| 2020-12-31 | $44k | 632 | 69.62 |
| 2020-09-30 | $31k | 591 | 52.45 |
| 2020-06-30 | $42k | 591 | 71.07 |
| 2020-03-31 | $23k | 428 | 53.74 |
| 2019-12-31 | $38k | 343 | 110.79 |
| 2019-09-30 | $35k | 343 | 102.04 |
| 2019-06-30 | $33k | 343 | 96.21 |
| 2019-03-31 | $24k | 252 | 95.24 |
| 2018-12-31 | $1.0k | 10 | 100.00 |
| 2018-09-30 | $1.0k | 1 | 1000.00 |
| 2018-03-31 | $143k | 1.5k | 95.27 |
| 2017-12-31 | $20k | 201 | 99.50 |
| 2017-09-30 | $19k | 201 | 94.53 |
| 2017-06-30 | $17k | 201 | 84.58 |
| 2017-03-31 | $16k | 201 | 79.60 |
| 2016-12-31 | $17k | 201 | 84.58 |
More positions owned by Patriot Financial Group Insurance Agency
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