Phillips 66 shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $18M | 109k | 163.34 |
| 2023-12-31 | $15M | 109k | 133.14 |
| 2023-09-30 | $12M | 97k | 120.15 |
| 2023-06-30 | $9.2M | 97k | 95.38 |
| 2023-03-31 | $9.8M | 96k | 101.38 |
| 2022-12-31 | $10M | 100k | 104.08 |
| 2022-09-30 | $8.0M | 99k | 80.72 |
| 2022-06-30 | $11M | 130k | 81.99 |
| 2022-03-31 | $11M | 132k | 86.39 |
| 2021-12-31 | $4.6M | 64k | 72.46 |
| 2021-09-30 | $4.6M | 66k | 70.03 |
| 2021-03-31 | $5.2M | 64k | 81.54 |
| 2020-09-30 | $4.3M | 83k | 51.84 |
| 2020-06-30 | $5.0M | 70k | 71.90 |
| 2020-03-31 | $3.2M | 60k | 53.64 |
| 2019-12-31 | $7.0M | 63k | 111.40 |
| 2019-09-30 | $6.4M | 63k | 102.39 |
| 2019-06-30 | $5.6M | 60k | 93.53 |
| 2019-03-31 | $5.4M | 57k | 95.16 |
| 2018-12-31 | $4.9M | 57k | 86.14 |
| 2018-09-30 | $6.9M | 61k | 112.72 |
| 2018-06-30 | $6.5M | 58k | 112.32 |
| 2018-03-31 | $5.4M | 56k | 95.92 |
| 2017-12-31 | $5.4M | 53k | 101.15 |
| 2017-09-30 | $4.8M | 53k | 91.60 |
| 2017-06-30 | $3.9M | 48k | 82.68 |
| 2017-03-31 | $3.1M | 39k | 79.21 |
| 2016-12-31 | $727k | 8.4k | 86.39 |
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