Phillips 66 shares owned by Lenox Wealth Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Lenox Wealth Advisors
from 13F filings
Historical chart of Lenox Wealth Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Lenox Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $52k | 619 | 84.01 |
| 2021-12-31 | $57k | 781 | 72.98 |
| 2021-09-30 | $38k | 543 | 69.98 |
| 2021-06-30 | $46k | 540 | 85.19 |
| 2021-03-31 | $43k | 527 | 81.59 |
| 2020-12-31 | $47k | 675 | 69.63 |
| 2020-09-30 | $25k | 475 | 52.63 |
| 2020-06-30 | $52k | 726 | 71.63 |
| 2020-03-31 | $33k | 608 | 54.28 |
| 2019-12-31 | $59k | 533 | 110.69 |
| 2019-09-30 | $48k | 473 | 101.48 |
| 2019-06-30 | $13k | 141 | 92.20 |
| 2019-03-31 | $18k | 187 | 96.26 |
| 2018-12-31 | $12k | 141 | 85.11 |
| 2018-09-30 | $16k | 141 | 113.48 |
| 2018-03-31 | $13k | 133 | 97.74 |
| 2017-12-31 | $5.0k | 50 | 100.00 |
| 2016-12-31 | $13k | 152 | 85.53 |
| 2016-09-30 | $16k | 197 | 81.22 |
| 2016-06-30 | $12k | 152 | 78.95 |
| 2016-03-31 | $13k | 152 | 85.53 |
| 2015-12-31 | $12k | 152 | 78.95 |
| 2015-09-30 | $27k | 353 | 76.49 |
| 2015-06-30 | $25k | 316 | 79.11 |
| 2015-03-31 | $25k | 316 | 79.11 |
| 2014-12-31 | $23k | 316 | 72.78 |
| 2014-09-30 | $26k | 316 | 82.28 |
| 2014-06-30 | $25k | 316 | 79.11 |
| 2014-03-31 | $25k | 316 | 79.11 |
| 2013-12-31 | $13k | 164 | 79.27 |