Phillips 66 shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Sovereign Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Phillips 66 by Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $243k | 1.9k | 131.45 |
| 2024-06-30 | $262k | 1.9k | 141.17 |
| 2024-03-31 | $303k | 1.9k | 163.34 |
| 2023-12-31 | $227k | 1.7k | 133.14 |
| 2023-03-31 | $206k | 2.0k | 101.38 |
| 2022-12-31 | $211k | 2.0k | 104.08 |