Phillips 66 shares owned by Bragg Financial Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Bragg Financial Advisors
from 13F filings
Historical chart of Bragg Financial Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Bragg Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.9M | 11k | 163.34 |
| 2023-09-30 | $1.4M | 12k | 120.15 |
| 2023-06-30 | $1.1M | 12k | 95.38 |
| 2023-03-31 | $1.2M | 12k | 101.38 |
| 2022-12-31 | $1.3M | 12k | 104.08 |
| 2022-09-30 | $933k | 12k | 80.70 |
| 2022-06-30 | $962k | 12k | 82.03 |
| 2022-03-31 | $1.0M | 12k | 86.38 |
| 2021-12-31 | $790k | 11k | 70.05 |
| 2021-09-30 | $790k | 11k | 70.05 |
| 2021-06-30 | $1.0M | 12k | 85.85 |
| 2021-03-31 | $960k | 12k | 81.51 |
| 2020-12-31 | $823k | 12k | 69.93 |
| 2020-09-30 | $614k | 12k | 51.81 |
| 2020-06-30 | $876k | 12k | 71.93 |
| 2020-03-31 | $659k | 12k | 53.66 |
| 2019-12-31 | $1.4M | 13k | 111.45 |
| 2019-09-30 | $1.3M | 13k | 102.36 |
| 2019-06-30 | $1.1M | 12k | 93.52 |
| 2019-03-31 | $1.1M | 12k | 95.13 |
| 2018-12-31 | $1.0M | 12k | 86.13 |
| 2018-09-30 | $1.4M | 12k | 112.75 |
| 2018-06-30 | $1.4M | 12k | 112.33 |
| 2018-03-31 | $1.2M | 12k | 95.92 |
| 2017-12-31 | $1.2M | 12k | 101.14 |
| 2017-09-30 | $1.1M | 13k | 91.63 |
| 2017-06-30 | $1.0M | 13k | 82.71 |
| 2017-03-31 | $991k | 13k | 79.20 |
| 2016-12-31 | $1.1M | 13k | 86.39 |
| 2016-09-30 | $1.0M | 13k | 80.54 |
| 2016-06-30 | $1.0M | 13k | 79.35 |
| 2016-03-31 | $1.1M | 13k | 86.62 |
| 2015-12-31 | $1.1M | 13k | 81.82 |
| 2015-09-30 | $1.0M | 13k | 76.81 |
| 2015-06-30 | $1.1M | 14k | 80.59 |
| 2015-03-31 | $1.1M | 14k | 78.57 |
| 2014-12-31 | $969k | 14k | 71.72 |
| 2014-09-30 | $1.1M | 14k | 81.33 |
| 2014-06-30 | $1.2M | 15k | 80.40 |
| 2014-03-31 | $1.2M | 16k | 77.07 |
| 2013-12-31 | $1.2M | 16k | 77.11 |
| 2013-09-30 | $968k | 17k | 57.83 |
| 2013-06-30 | $1.0M | 17k | 58.93 |
| 2013-03-31 | $1.3M | 19k | 69.94 |
| 2012-12-31 | $1.1M | 20k | 53.10 |
| 2012-09-30 | $1.1M | 23k | 46.37 |
| 2012-06-30 | $810k | 24k | 33.26 |