Phillips 66 shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.5M | 62k | 136.02 |
| 2025-06-30 | $262k | 1.7k | 152.63 |
| 2025-03-31 | $181k | 1.5k | 123.47 |
| 2024-12-31 | $194k | 1.7k | 113.92 |
| 2024-09-30 | $82k | 620 | 131.40 |
| 2024-06-30 | $85k | 604 | 141.27 |
| 2024-03-31 | $99k | 604 | 163.36 |
| 2023-12-31 | $80k | 604 | 133.08 |
| 2023-09-30 | $73k | 603 | 120.23 |
| 2023-06-30 | $59k | 614 | 95.40 |
| 2023-03-31 | $58k | 575 | 101.42 |
| 2022-12-31 | $56k | 541 | 104.08 |
| 2022-09-30 | $60k | 748 | 80.21 |
| 2022-06-30 | $46k | 558 | 82.44 |
| 2022-03-31 | $45k | 517 | 87.04 |
| 2021-12-31 | $37k | 505 | 73.27 |
| 2021-09-30 | $15k | 215 | 69.77 |
| 2020-03-31 | $5.0k | 100 | 50.00 |
| 2019-12-31 | $145k | 1.3k | 111.37 |
| 2019-09-30 | $123k | 1.2k | 102.41 |
| 2019-06-30 | $112k | 1.2k | 93.26 |
| 2018-12-31 | $103k | 1.2k | 85.90 |
| 2018-09-30 | $53k | 470 | 112.77 |
| 2018-06-30 | $25k | 229 | 109.17 |
| 2018-03-31 | $21k | 226 | 92.92 |
| 2017-12-31 | $21k | 209 | 100.48 |
| 2017-09-30 | $19k | 208 | 91.35 |
| 2017-06-30 | $11k | 136 | 80.88 |
| 2017-03-31 | $20k | 257 | 77.82 |
| 2016-12-31 | $25k | 291 | 85.91 |