Phillips 66 shares owned by Univest National Bank and Trust
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Univest National Bank and Trust
from 13F filings
Historical chart of Univest National Bank and Trust investment in Phillips 66
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All positions including Phillips 66 held by Univest National Bank and Trust consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phillips 66 by Univest National Bank and Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $437k | 3.2k | 136.01 |
| 2025-06-30 | $383k | 3.2k | 119.31 |
| 2025-03-31 | $396k | 3.2k | 123.49 |
| 2024-12-31 | $365k | 3.2k | 113.92 |
| 2024-09-30 | $420k | 3.2k | 131.48 |
| 2020-03-31 | $264k | 4.9k | 53.74 |
| 2019-12-31 | $288k | 3.3k | 86.41 |
| 2019-09-30 | $379k | 3.7k | 102.46 |
| 2019-06-30 | $408k | 4.4k | 93.62 |
| 2019-03-31 | $432k | 4.5k | 95.13 |
| 2018-12-31 | $300k | 3.5k | 86.03 |
| 2018-09-30 | $394k | 3.5k | 112.70 |
| 2018-06-30 | $418k | 3.7k | 112.18 |
| 2018-03-31 | $395k | 4.1k | 95.97 |
| 2017-12-31 | $471k | 4.7k | 101.23 |
| 2017-09-30 | $461k | 5.0k | 91.52 |
| 2017-06-30 | $407k | 4.9k | 82.67 |
| 2016-12-31 | $288k | 3.3k | 86.41 |
| 2016-03-31 | $221k | 2.6k | 86.56 |
| 2015-12-31 | $2.4M | 29k | 81.82 |
| 2015-09-30 | $2.2M | 29k | 76.83 |
| 2015-06-30 | $2.8M | 34k | 80.57 |
| 2015-03-31 | $2.7M | 35k | 78.61 |
| 2014-12-31 | $2.3M | 32k | 71.69 |
| 2014-09-30 | $2.5M | 31k | 81.32 |
| 2014-06-30 | $2.8M | 35k | 80.42 |
| 2014-03-31 | $2.7M | 35k | 77.06 |
| 2013-12-31 | $3.0M | 39k | 77.14 |
| 2013-09-30 | $2.4M | 42k | 57.83 |
| 2013-06-30 | $2.6M | 44k | 58.90 |
| 2013-03-31 | $3.4M | 49k | 69.97 |
| 2012-12-31 | $2.9M | 55k | 53.09 |
| 2012-09-30 | $3.2M | 69k | 46.37 |
| 2012-06-30 | $2.4M | 74k | 33.24 |
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