Phillips 66 shares owned by Perennial Investment Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Perennial Investment Advisors
from 13F filings
Historical chart of Perennial Investment Advisors investment in Phillips 66
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All positions including Phillips 66 held by Perennial Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phillips 66 by Perennial Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $224k | 1.6k | 136.06 |
| 2025-06-30 | $209k | 1.8k | 119.25 |
| 2025-03-31 | $216k | 1.7k | 123.51 |
| 2024-09-30 | $226k | 1.7k | 131.48 |
| 2024-06-30 | $248k | 1.8k | 141.22 |
| 2024-03-31 | $360k | 2.2k | 163.34 |
| 2023-09-30 | $272k | 2.3k | 120.20 |
| 2023-06-30 | $264k | 2.8k | 95.39 |
| 2023-03-31 | $242k | 2.4k | 101.44 |
| 2022-12-31 | $231k | 2.2k | 104.10 |
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