Phillips 66 shares owned by ProVise Management Group
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by ProVise Management Group
from 13F filings
Historical chart of ProVise Management Group investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by ProVise Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $288k | 2.3k | 123.46 |
| 2024-12-31 | $239k | 2.1k | 113.91 |
| 2019-12-31 | $324k | 2.9k | 111.53 |
| 2019-09-30 | $330k | 3.2k | 102.45 |
| 2018-09-30 | $211k | 1.9k | 112.77 |
| 2017-06-30 | $212k | 2.6k | 82.46 |
| 2014-09-30 | $202k | 2.5k | 81.22 |
| 2014-06-30 | $240k | 3.0k | 80.59 |
| 2014-03-31 | $230k | 3.0k | 77.23 |
| 2013-12-31 | $288k | 3.7k | 77.01 |
| 2013-09-30 | $213k | 3.7k | 57.91 |