Phillips 66 shares owned by Plante Moran Financial Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Plante Moran Financial Advisors
from 13F filings
Historical chart of Plante Moran Financial Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Plante Moran Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $102k | 790 | 129.04 |
| 2025-09-30 | $87k | 636 | 136.02 |
| 2025-06-30 | $76k | 636 | 119.30 |
| 2025-03-31 | $80k | 644 | 123.48 |
| 2024-12-31 | $73k | 644 | 113.93 |
| 2024-09-30 | $85k | 644 | 131.45 |
| 2024-06-30 | $91k | 644 | 141.17 |
| 2024-03-31 | $107k | 657 | 163.34 |
| 2023-12-31 | $91k | 683 | 133.14 |
| 2023-09-30 | $77k | 644 | 120.15 |
| 2023-06-30 | $69k | 725 | 95.38 |
| 2023-03-31 | $61k | 600 | 101.38 |
| 2022-12-31 | $91k | 872 | 104.08 |
| 2022-09-30 | $71k | 878 | 80.87 |
| 2022-06-30 | $76k | 931 | 81.63 |
| 2022-03-31 | $73k | 849 | 85.98 |
| 2021-12-31 | $45k | 623 | 72.23 |
| 2021-09-30 | $38k | 549 | 69.22 |
| 2021-06-30 | $59k | 691 | 85.38 |
| 2021-03-31 | $47k | 574 | 81.88 |
| 2020-12-31 | $46k | 654 | 70.34 |
| 2020-09-30 | $33k | 634 | 52.05 |
| 2020-06-30 | $46k | 634 | 72.56 |
| 2020-03-31 | $13k | 234 | 55.56 |
| 2019-12-31 | $54k | 484 | 111.57 |
| 2019-09-30 | $101k | 985 | 102.54 |
| 2019-06-30 | $130k | 1.4k | 93.73 |
| 2019-03-31 | $171k | 1.8k | 95.32 |
| 2018-12-31 | $119k | 1.4k | 86.17 |
| 2018-09-30 | $273k | 2.4k | 112.86 |
| 2018-06-30 | $277k | 2.5k | 112.51 |
| 2018-03-31 | $245k | 2.6k | 95.97 |
| 2017-12-31 | $155k | 1.5k | 100.91 |
| 2017-09-30 | $154k | 1.7k | 91.45 |
| 2017-06-30 | $139k | 1.7k | 82.54 |
| 2017-03-31 | $149k | 1.9k | 79.30 |
| 2016-12-31 | $148k | 1.7k | 86.15 |
| 2016-09-30 | $74k | 921 | 80.35 |
| 2016-06-30 | $81k | 1.0k | 79.41 |
| 2016-03-31 | $124k | 1.4k | 86.59 |
| 2015-12-31 | $94k | 1.1k | 81.95 |
| 2015-09-30 | $95k | 1.2k | 76.49 |
| 2015-06-30 | $128k | 1.6k | 80.25 |
| 2015-03-31 | $83k | 1.1k | 79.05 |
| 2014-12-31 | $80k | 1.1k | 72.01 |
| 2014-09-30 | $94k | 1.2k | 80.96 |
| 2014-06-30 | $108k | 1.3k | 80.30 |
| 2014-03-31 | $58k | 758 | 76.52 |
| 2013-12-31 | $50k | 642 | 77.88 |
| 2013-09-30 | $37k | 642 | 57.63 |
| 2013-06-30 | $50k | 851 | 58.75 |
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