Ownership history in Advisory Resource Group · 29 quarters on record
This page tracks every 13F SEC filing in which Advisory Resource Group reported a position in PHILLIPS 66 (PSX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 238,287 | -1,211 | -0.5% | 5.41% | $30.7M | $127.99 |
| 2025 Q3 | REDUCED | 239,498 | -19,399 | -7.5% | 5.84% | $32.6M | $133.77 |
| 2025 Q2 | ADDED | 258,897 | +2,570 | +1.0% | 5.94% | $30.9M | $116.18 |
| 2025 Q1 | ADDED | 256,327 | +16,300 | +6.8% | 6.45% | $31.7M | $119.11 |
As of 2025 Q4 — sorted by position size