Phillips 66 shares owned by Valley National Advisers
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Valley National Advisers
from 13F filings
Historical chart of Valley National Advisers investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Valley National Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $168k | 1.2k | 135.48 |
| 2025-06-30 | $148k | 1.2k | 118.88 |
| 2025-03-31 | $146k | 1.2k | 123.31 |
| 2024-12-31 | $100k | 879 | 113.77 |
| 2024-09-30 | $114k | 874 | 130.43 |
| 2024-06-30 | $155k | 1.1k | 140.27 |
| 2024-03-31 | $151k | 929 | 162.54 |
| 2023-12-31 | $126k | 951 | 132.49 |
| 2023-09-30 | $89k | 739 | 120.43 |
| 2023-06-30 | $65k | 674 | 96.44 |
| 2023-03-31 | $68k | 674 | 100.89 |
| 2022-12-31 | $68k | 674 | 100.89 |
| 2022-09-30 | $66k | 682 | 96.77 |
| 2022-06-30 | $56k | 682 | 82.11 |
| 2022-03-31 | $59k | 682 | 86.51 |
| 2021-12-31 | $50k | 690 | 72.46 |
| 2021-09-30 | $59k | 846 | 69.74 |
| 2021-06-30 | $82k | 955 | 85.86 |
| 2021-03-31 | $78k | 955 | 81.68 |
| 2020-12-31 | $62k | 881 | 70.37 |
| 2020-09-30 | $48k | 917 | 52.34 |
| 2020-06-30 | $66k | 917 | 71.97 |
| 2020-03-31 | $642k | 12k | 53.63 |
| 2019-12-31 | $1.4M | 13k | 111.38 |
| 2019-09-30 | $1.3M | 13k | 102.37 |
| 2019-06-30 | $1.1M | 12k | 93.52 |
| 2019-03-31 | $1.1M | 12k | 95.16 |
| 2018-12-31 | $509k | 5.9k | 86.07 |
| 2018-09-30 | $675k | 6.0k | 112.80 |
| 2018-06-30 | $694k | 6.2k | 112.33 |
| 2018-03-31 | $635k | 6.6k | 95.94 |
| 2017-12-31 | $697k | 6.9k | 101.18 |
| 2017-09-30 | $622k | 6.8k | 91.62 |
| 2017-06-30 | $582k | 7.0k | 82.67 |
| 2017-03-31 | $588k | 7.4k | 79.23 |
| 2016-12-31 | $927k | 11k | 86.43 |
| 2016-09-30 | $887k | 11k | 80.52 |
| 2016-06-30 | $876k | 11k | 79.36 |
| 2016-03-31 | $982k | 11k | 86.61 |
| 2015-12-31 | $916k | 11k | 81.79 |
| 2015-09-30 | $881k | 12k | 76.84 |
| 2015-06-30 | $942k | 12k | 80.55 |
| 2015-03-31 | $949k | 12k | 78.57 |
| 2014-12-31 | $976k | 13k | 77.11 |