Phillips 66 shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $6.7M | 50k | 133.14 |
| 2023-09-30 | $5.7M | 47k | 120.15 |
| 2023-06-30 | $2.2M | 23k | 95.38 |
| 2023-03-31 | $2.2M | 22k | 101.39 |
| 2022-12-31 | $1.1M | 10k | 104.09 |
| 2022-09-30 | $756k | 9.3k | 81.23 |
| 2022-06-30 | $786k | 9.6k | 82.24 |
| 2022-03-31 | $4.0M | 47k | 86.39 |
| 2021-12-31 | $612k | 8.4k | 72.49 |
| 2021-09-30 | $400k | 5.7k | 70.08 |
| 2021-06-30 | $813k | 9.5k | 85.79 |
| 2021-03-31 | $272k | 3.3k | 81.41 |