Phillips 66 shares owned by Security National Trust
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Security National Trust
from 13F filings
Historical chart of Security National Trust investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Security National Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $147k | 1.7k | 86.67 |
| 2021-06-30 | $146k | 1.7k | 86.15 |
| 2021-03-31 | $143k | 1.7k | 81.77 |
| 2020-12-31 | $122k | 1.7k | 69.99 |
| 2020-09-30 | $95k | 1.8k | 51.80 |
| 2020-06-30 | $184k | 2.6k | 71.84 |
| 2020-03-31 | $138k | 2.6k | 53.33 |
| 2019-12-31 | $284k | 2.6k | 111.31 |
| 2019-09-30 | $262k | 2.6k | 102.44 |
| 2019-06-30 | $239k | 2.6k | 93.57 |
| 2019-03-31 | $401k | 4.2k | 95.00 |
| 2018-12-31 | $382k | 4.4k | 86.25 |
| 2018-09-30 | $498k | 4.4k | 112.50 |
| 2018-06-30 | $524k | 4.7k | 112.50 |
| 2018-03-31 | $476k | 5.0k | 95.77 |
| 2017-12-31 | $532k | 5.3k | 100.96 |
| 2017-09-30 | $572k | 6.2k | 91.73 |
| 2017-06-30 | $587k | 7.1k | 82.67 |
| 2017-03-31 | $600k | 7.6k | 79.22 |
| 2016-12-31 | $731k | 8.5k | 86.30 |
| 2016-09-30 | $711k | 8.8k | 80.61 |
| 2016-06-30 | $728k | 9.2k | 79.39 |
| 2016-03-31 | $814k | 9.4k | 86.55 |
| 2015-12-31 | $770k | 9.4k | 81.70 |
| 2015-09-30 | $733k | 9.5k | 76.85 |
| 2015-06-30 | $649k | 9.1k | 71.59 |
| 2015-03-31 | $649k | 9.1k | 71.59 |
| 2014-12-31 | $649k | 9.1k | 71.59 |
| 2014-09-30 | $796k | 9.8k | 81.29 |
| 2014-06-30 | $789k | 9.8k | 80.47 |
| 2014-03-31 | $783k | 10k | 77.11 |
| 2013-12-31 | $829k | 11k | 77.17 |
| 2013-09-30 | $630k | 11k | 57.74 |
| 2013-06-30 | $672k | 11k | 58.95 |
| 2012-12-31 | $653k | 12k | 53.12 |
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