Phillips 66 shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Regal Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Phillips 66 by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $589k | 4.5k | 131.46 |
| 2024-06-30 | $1.5M | 11k | 141.17 |
| 2024-03-31 | $1.7M | 11k | 163.35 |
| 2023-09-30 | $1.4M | 11k | 120.15 |
| 2023-06-30 | $2.0M | 21k | 95.38 |
| 2023-03-31 | $2.6M | 26k | 101.38 |
| 2022-12-31 | $235k | 2.3k | 104.10 |
| 2022-09-30 | $310k | 3.8k | 80.77 |
| 2021-12-31 | $249k | 3.4k | 72.59 |
| 2021-09-30 | $206k | 2.9k | 69.95 |
| 2021-06-30 | $215k | 2.5k | 85.69 |
| 2020-06-30 | $223k | 3.1k | 71.75 |
| 2016-12-31 | $536k | 6.2k | 86.38 |
| 2016-09-30 | $651k | 8.1k | 80.60 |
| 2016-06-30 | $675k | 8.5k | 79.37 |
| 2016-03-31 | $796k | 9.2k | 86.55 |
| 2015-12-31 | $818k | 10k | 81.72 |
| 2015-09-30 | $755k | 9.8k | 76.80 |
| 2015-06-30 | $824k | 10k | 80.54 |
| 2015-03-31 | $1.1M | 13k | 78.62 |
| 2014-12-31 | $1.1M | 15k | 71.73 |
| 2014-09-30 | $1.3M | 16k | 81.31 |
| 2014-06-30 | $1.0M | 13k | 80.43 |
| 2014-03-31 | $776k | 10k | 77.04 |
| 2013-12-31 | $640k | 8.3k | 77.18 |
| 2013-09-30 | $49k | 848 | 57.78 |
| 2013-06-30 | $54k | 916 | 58.95 |