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Phillips 66 shares owned by Sontag Advisory

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Phillips 66

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All positions including Phillips 66 held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 12k 133.14
2023-09-30 $1.2M 10k 120.15
2023-06-30 $202k 2.1k 95.38
2023-03-31 $334k 3.3k 101.37
2022-12-31 $288k 2.8k 104.06
2021-12-31 $266k 3.7k 72.36
2021-09-30 $249k 3.6k 70.06
2021-06-30 $442k 5.2k 85.78
2021-03-31 $813k 10k 81.54
2020-12-31 $619k 8.8k 69.99
2020-03-31 $629k 12k 53.66
2019-12-31 $309k 2.8k 111.23
2019-09-30 $279k 2.7k 102.24
2018-12-31 $41k 480 85.42