Phillips 66 shares owned by Transamerica Financial Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Transamerica Financial Advisors
from 13F filings
Historical chart of Transamerica Financial Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Transamerica Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $192k | 1.7k | 114.08 |
| 2024-09-30 | $220k | 1.7k | 131.42 |
| 2024-06-30 | $163k | 1.1k | 141.86 |
| 2024-03-31 | $188k | 1.1k | 163.62 |
| 2023-12-31 | $161k | 1.2k | 133.50 |
| 2023-09-30 | $171k | 1.4k | 120.34 |
| 2023-06-30 | $184k | 1.9k | 95.73 |
| 2023-03-31 | $53k | 521 | 101.73 |
| 2022-12-31 | $55k | 521 | 105.57 |
| 2022-09-30 | $43k | 521 | 82.53 |
| 2022-06-30 | $43k | 521 | 82.53 |
| 2020-06-30 | $1.0k | 1 | 1000.00 |
| 2019-12-31 | $1.0k | 1 | 1000.00 |
| 2019-06-30 | $181k | 1.9k | 93.54 |
| 2018-12-31 | $458k | 5.3k | 86.22 |
| 2018-09-30 | $1.4M | 12k | 112.73 |
| 2018-06-30 | $1.4M | 13k | 112.34 |
| 2018-03-31 | $285k | 3.0k | 96.15 |
| 2016-03-31 | $577k | 6.7k | 86.66 |
| 2015-12-31 | $251k | 3.1k | 82.11 |
| 2015-09-30 | $235k | 3.1k | 76.87 |
| 2015-06-30 | $246k | 3.0k | 80.81 |
| 2015-03-31 | $112k | 1.4k | 78.71 |
| 2014-12-31 | $249k | 3.5k | 71.72 |
| 2014-09-30 | $837k | 10k | 81.38 |
| 2014-06-30 | $276k | 3.5k | 79.54 |
| 2014-03-31 | $248k | 3.2k | 77.14 |
| 2013-12-31 | $35k | 451 | 77.61 |
| 2013-09-30 | $7.0k | 116 | 60.34 |
| 2013-06-30 | $7.0k | 116 | 60.34 |
| 2012-09-30 | $16k | 340 | 47.06 |
| 2012-06-30 | $35k | 1.1k | 33.33 |
More positions owned by Transamerica Financial Advisors
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