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Phillips 66 shares owned by Sovereign Investment Advisors

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Sovereign Investment Advisors from 13F filings

Historical chart of Sovereign Investment Advisors investment in Phillips 66

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All positions including Phillips 66 held by Sovereign Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Sovereign Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.5M 42k 131.45
2024-06-30 $5.6M 42k 133.14
2024-03-31 $6.9M 42k 163.34
2023-12-31 $5.6M 42k 133.14
2023-09-30 $5.1M 42k 120.15
2023-06-30 $4.0M 42k 95.38
2023-03-31 $4.3M 42k 101.38
2022-12-31 $4.4M 42k 104.08
2022-09-30 $3.4M 42k 80.73
2022-06-30 $3.5M 42k 81.99
2022-03-31 $3.6M 42k 86.40