Phillips 66 shares owned by YHB Investment Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by YHB Investment Advisors
from 13F filings
Historical chart of YHB Investment Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by YHB Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 14k | 136.02 |
| 2025-06-30 | $1.6M | 14k | 119.30 |
| 2025-03-31 | $1.6M | 13k | 123.48 |
| 2024-12-31 | $1.5M | 13k | 113.93 |
| 2024-09-30 | $1.7M | 13k | 131.45 |
| 2024-06-30 | $1.9M | 14k | 141.17 |
| 2024-03-31 | $2.2M | 13k | 163.35 |
| 2023-12-31 | $1.7M | 13k | 133.14 |
| 2023-09-30 | $1.5M | 13k | 120.15 |
| 2023-06-30 | $1.2M | 13k | 95.38 |
| 2023-03-31 | $1.3M | 13k | 101.38 |
| 2022-12-31 | $1.3M | 13k | 104.08 |
| 2022-09-30 | $1.0M | 13k | 80.73 |
| 2022-06-30 | $969k | 12k | 82.02 |
| 2022-03-31 | $894k | 10k | 86.43 |
| 2021-12-31 | $761k | 11k | 72.50 |
| 2021-09-30 | $696k | 9.9k | 70.04 |
| 2021-06-30 | $786k | 9.2k | 85.86 |
| 2021-03-31 | $678k | 8.6k | 78.71 |
| 2020-12-31 | $644k | 9.2k | 69.97 |
| 2020-09-30 | $481k | 9.3k | 51.89 |
| 2020-06-30 | $715k | 9.9k | 71.94 |
| 2020-03-31 | $328k | 6.1k | 53.65 |
| 2019-12-31 | $746k | 6.7k | 111.44 |
| 2019-09-30 | $656k | 6.4k | 102.44 |
| 2019-06-30 | $580k | 6.2k | 93.49 |
| 2019-03-31 | $581k | 6.1k | 95.11 |
| 2018-12-31 | $413k | 4.8k | 86.15 |
| 2018-09-30 | $414k | 3.7k | 112.68 |
| 2018-06-30 | $308k | 2.7k | 112.45 |