Phillips 66 shares owned by ValMark Advisers
Historical chart of ValMark Advisers investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $835k | 6.3k | 133.14 |
| 2023-09-30 | $738k | 6.1k | 120.15 |
| 2023-06-30 | $580k | 6.1k | 95.38 |
| 2023-03-31 | $616k | 6.1k | 101.38 |
| 2022-12-31 | $644k | 6.2k | 104.08 |
| 2022-09-30 | $495k | 6.1k | 80.71 |
| 2022-06-30 | $499k | 6.1k | 81.99 |
| 2022-03-31 | $473k | 5.5k | 86.44 |
| 2021-12-31 | $330k | 4.5k | 72.54 |
| 2021-09-30 | $353k | 5.0k | 69.98 |
| 2021-06-30 | $1.0M | 12k | 85.78 |
| 2021-03-31 | $918k | 11k | 81.52 |
| 2020-12-31 | $744k | 11k | 69.95 |