Richard Bernstein Advisors »

Phillips 66 shares owned by Richard Bernstein Advisors

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Richard Bernstein Advisors from 13F filings

Historical chart of Richard Bernstein Advisors investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by Richard Bernstein Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Phillips 66 by Richard Bernstein Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 24k 131.45
2024-06-30 $3.3M 24k 141.17
2024-03-31 $3.8M 24k 163.34
2023-09-30 $2.8M 24k 120.15
2018-12-31 $4.7M 54k 86.16
2018-09-30 $6.1M 54k 112.72
2018-06-30 $6.1M 54k 112.31
2018-03-31 $5.0M 53k 95.92
2017-12-31 $5.3M 53k 101.15
2017-09-30 $4.4M 49k 91.61
2017-06-30 $4.0M 49k 82.68
2017-03-31 $3.8M 49k 79.22
2016-12-31 $4.2M 49k 86.41
2016-09-30 $3.9M 49k 80.56
2016-06-30 $3.8M 49k 79.34
2016-03-31 $4.2M 49k 86.60
2014-12-31 $86k 1.2k 71.61
2014-09-30 $98k 1.2k 81.60
2013-09-30 $329k 5.7k 57.87
2013-06-30 $335k 5.7k 58.93
2013-03-31 $398k 5.7k 70.01
2012-09-30 $264k 5.7k 46.44
2012-06-30 $189k 5.7k 33.25