Ownership history in Apriem Advisors · 37 quarters on record
This page tracks every 13F SEC filing in which Apriem Advisors reported a position in PHILLIPS 66 cs (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 Q3 | REDUCED | 1,521 | -847 | -35.8% | 0.02% | $207K | $133.77 |
| 2024 Q4 | ADDED | 2,368 | +210 | +9.7% | 0.03% | $270K | $108.91 |
| 2024 Q3 | UNCHANGED | 2,158 | — | 0% | 0.03% | $284K | $124.56 |
| 2024 Q2 | REDUCED | 2,158 | -304 | -12.3% | 0.04% | $305K | $132.66 |
| 2024 Q1 | REDUCED | 2,462 | -605 | -19.7% | 0.05% | $402K | $152.29 |
| 2023 Q4 | UNCHANGED | 3,067 | — | 0% | 0.05% | $408K | $123.24 |
| 2023 Q3 | UNCHANGED | 3,067 | — | 0% | 0.05% | $368K | $110.21 |
| 2023 Q2 | UNCHANGED | 3,067 | — | 0% | 0.04% | $293K | $86.67 |
| 2023 Q1 | ADDED | 3,067 | +605 | +24.6% | 0.05% | $311K | $91.12 |
| 2022 Q4 | REDUCED | 2,462 | -338 | -12.1% | 0.04% | $256K | $92.61 |
As of 2025 Q4 — sorted by position size