Phillips 66 shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $569k | 4.2k | 136.03 |
| 2025-06-30 | $256k | 2.1k | 119.31 |
| 2025-03-31 | $317k | 2.6k | 123.49 |
| 2024-12-31 | $283k | 2.5k | 113.94 |
| 2024-09-30 | $349k | 2.7k | 131.46 |
| 2024-06-30 | $299k | 2.1k | 141.19 |
| 2024-03-31 | $289k | 1.8k | 163.34 |
| 2023-12-31 | $296k | 2.2k | 133.14 |
| 2023-09-30 | $235k | 2.0k | 120.15 |