Phillips 66 shares owned by Recurrent Investment Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Recurrent Investment Advisors
from 13F filings
Historical chart of Recurrent Investment Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Recurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $63M | 465k | 136.02 |
| 2025-06-30 | $56M | 467k | 119.30 |
| 2025-03-31 | $51M | 416k | 123.48 |
| 2024-12-31 | $45M | 393k | 113.93 |
| 2024-09-30 | $49M | 376k | 131.45 |
| 2024-06-30 | $47M | 333k | 141.17 |
| 2024-03-31 | $50M | 305k | 163.34 |
| 2023-09-30 | $38M | 315k | 120.15 |
| 2023-06-30 | $29M | 305k | 95.38 |
| 2023-03-31 | $27M | 262k | 101.38 |
| 2022-12-31 | $27M | 254k | 104.08 |
| 2022-09-30 | $19M | 237k | 80.72 |
| 2022-06-30 | $16M | 197k | 81.99 |
| 2022-03-31 | $15M | 178k | 86.39 |
| 2021-12-31 | $12M | 164k | 72.46 |
| 2021-09-30 | $9.5M | 135k | 70.03 |
| 2021-06-30 | $8.9M | 104k | 85.82 |
| 2021-03-31 | $7.0M | 86k | 81.54 |
| 2020-12-31 | $6.3M | 90k | 69.95 |
| 2020-09-30 | $4.1M | 80k | 51.84 |
| 2020-06-30 | $5.2M | 73k | 71.91 |
| 2020-03-31 | $2.2M | 41k | 53.65 |
| 2019-12-31 | $2.7M | 24k | 111.40 |
More positions owned by Recurrent Investment Advisors
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