Phillips 66 shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment Advisors investment in Phillips 66
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All positions including Phillips 66 held by Soltis Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phillips 66 by Soltis Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $370k | 2.7k | 136.00 |
| 2025-06-30 | $298k | 2.5k | 119.28 |
| 2025-03-31 | $283k | 2.3k | 123.46 |
| 2024-12-31 | $394k | 3.5k | 113.94 |
| 2024-09-30 | $415k | 3.2k | 131.45 |
| 2024-06-30 | $479k | 3.4k | 141.17 |
| 2024-03-31 | $533k | 3.3k | 163.33 |
| 2023-12-31 | $258k | 1.9k | 133.11 |
| 2023-09-30 | $231k | 1.9k | 120.18 |
| 2022-06-30 | $205k | 2.5k | 82.07 |
| 2022-03-31 | $209k | 2.4k | 86.44 |
| 2021-06-30 | $208k | 2.4k | 85.77 |
| 2019-12-31 | $221k | 2.0k | 111.45 |
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