Phillips 66 shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Phillips 66 by J.w. Cole Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.6M | 10k | 163.34 |
2023-12-31 | $1.4M | 11k | 133.15 |
2023-09-30 | $679k | 5.7k | 120.16 |
2023-06-30 | $672k | 7.0k | 95.38 |
2023-03-31 | $703k | 6.9k | 101.38 |
2022-12-31 | $739k | 7.1k | 104.08 |
2022-09-30 | $674k | 8.3k | 80.74 |
2022-06-30 | $716k | 8.7k | 81.97 |
2022-03-31 | $721k | 8.3k | 86.38 |
2021-12-31 | $427k | 5.9k | 72.46 |
2021-09-30 | $240k | 3.4k | 69.97 |
2021-06-30 | $392k | 4.6k | 85.74 |
2021-03-31 | $229k | 2.8k | 81.58 |
2020-12-31 | $216k | 3.1k | 69.93 |
2020-09-30 | $2.4M | 47k | 51.84 |
2019-12-31 | $345k | 3.1k | 111.43 |