Recurrent Investment Advisors »

Phillips 66 shares owned by Recurrent Investment Advisors

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Recurrent Investment Advisors from 13F filings

Historical chart of Recurrent Investment Advisors investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by Recurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Phillips 66 by Recurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $50M 305k 163.34
2023-09-30 $38M 315k 120.15
2023-06-30 $29M 305k 95.38
2023-03-31 $27M 262k 101.38
2022-12-31 $27M 254k 104.08
2022-09-30 $19M 237k 80.72
2022-06-30 $16M 197k 81.99
2022-03-31 $15M 178k 86.39
2021-12-31 $12M 164k 72.46
2021-09-30 $9.5M 135k 70.03
2021-06-30 $8.9M 104k 85.82
2021-03-31 $7.0M 86k 81.54
2020-12-31 $6.3M 90k 69.95
2020-09-30 $4.1M 80k 51.84
2020-06-30 $5.2M 73k 71.91
2020-03-31 $2.2M 41k 53.65
2019-12-31 $2.7M 24k 111.40