Phillips 66 shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Phillips 66 by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 12k | 163.34 |
| 2023-12-31 | $1.8M | 14k | 133.14 |
| 2023-09-30 | $1.7M | 14k | 120.15 |
| 2023-06-30 | $1.2M | 13k | 95.38 |
| 2023-03-31 | $1.1M | 11k | 101.38 |
| 2022-12-31 | $1.1M | 11k | 104.08 |
| 2022-09-30 | $944k | 12k | 80.72 |
| 2022-06-30 | $801k | 9.8k | 82.01 |
| 2022-03-31 | $817k | 9.5k | 86.43 |
| 2021-12-31 | $652k | 9.0k | 72.42 |
| 2021-09-30 | $619k | 8.8k | 70.04 |
| 2021-06-30 | $423k | 4.9k | 85.92 |
| 2021-03-31 | $403k | 4.9k | 81.58 |
| 2020-12-31 | $444k | 6.4k | 69.87 |
| 2020-09-30 | $229k | 4.4k | 51.87 |
| 2020-06-30 | $248k | 3.5k | 71.76 |
| 2020-03-31 | $212k | 3.4k | 61.74 |
| 2019-12-31 | $382k | 3.4k | 111.47 |
| 2019-09-30 | $406k | 4.0k | 102.50 |
| 2019-06-30 | $510k | 5.5k | 93.49 |
| 2019-03-31 | $533k | 5.6k | 95.09 |
| 2018-12-31 | $511k | 5.9k | 86.13 |
| 2018-09-30 | $644k | 6.3k | 102.84 |
| 2018-06-30 | $735k | 6.0k | 121.51 |
| 2018-03-31 | $573k | 6.0k | 95.98 |
| 2017-12-31 | $549k | 5.4k | 101.24 |
| 2017-09-30 | $384k | 4.2k | 91.52 |