Phillips 66 shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 31k | 136.02 |
| 2025-06-30 | $3.6M | 30k | 119.30 |
| 2025-03-31 | $3.8M | 31k | 123.48 |
| 2024-12-31 | $3.4M | 30k | 113.93 |
| 2024-09-30 | $3.7M | 28k | 131.45 |
| 2024-06-30 | $2.8M | 20k | 141.17 |
| 2024-03-31 | $3.2M | 19k | 163.34 |
| 2023-12-31 | $9.6M | 72k | 133.14 |
| 2023-09-30 | $8.7M | 72k | 120.15 |
| 2023-06-30 | $9.4M | 99k | 95.38 |
| 2023-03-31 | $13M | 129k | 101.38 |
| 2022-12-31 | $13M | 121k | 104.08 |
| 2022-09-30 | $6.2M | 77k | 80.72 |
| 2022-06-30 | $5.3M | 65k | 82.00 |
| 2022-03-31 | $4.4M | 51k | 86.40 |
| 2021-12-31 | $3.3M | 45k | 72.46 |
| 2021-06-30 | $335k | 3.9k | 85.92 |
| 2021-03-31 | $290k | 3.6k | 81.60 |
| 2020-12-31 | $247k | 3.5k | 69.89 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $267k | 5.0k | 53.57 |
| 2019-12-31 | $827k | 7.4k | 111.38 |
| 2019-09-30 | $760k | 7.4k | 102.34 |
| 2019-06-30 | $762k | 8.1k | 93.52 |
| 2019-03-31 | $665k | 7.0k | 95.19 |
| 2018-12-31 | $555k | 6.4k | 86.13 |
| 2018-09-30 | $732k | 6.5k | 112.72 |
| 2018-06-30 | $721k | 6.4k | 112.27 |
| 2018-03-31 | $616k | 6.4k | 95.89 |
| 2017-12-31 | $639k | 6.3k | 101.20 |
| 2017-09-30 | $427k | 4.7k | 91.71 |
| 2017-06-30 | $381k | 4.6k | 82.72 |
| 2017-03-31 | $376k | 4.7k | 79.24 |
| 2016-12-31 | $426k | 4.9k | 86.37 |
| 2016-09-30 | $429k | 5.3k | 80.50 |
| 2016-06-30 | $405k | 5.1k | 79.38 |
| 2016-03-31 | $5.1k | 442 | 11.54 |
| 2015-12-31 | $224k | 3.1k | 71.84 |
| 2015-09-30 | $320k | 4.2k | 76.76 |
| 2015-06-30 | $362k | 4.5k | 80.50 |
| 2015-03-31 | $335k | 4.3k | 78.53 |
| 2014-12-31 | $224k | 3.1k | 71.84 |
| 2014-09-30 | $260k | 3.2k | 81.28 |
| 2014-06-30 | $258k | 3.2k | 80.57 |
| 2014-03-31 | $213k | 2.8k | 77.23 |
| 2013-12-31 | $204k | 2.6k | 77.21 |
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