PSX PHILLIPS 66

Ownership history in INVESCO, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which INVESCO, LLC 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.

Peak position
2.49% (2024 Q1)
Avg. % of fund
1.88%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 34,757 0% 1.51% $4.5M $127.99
2025 Q3 REDUCED 34,757 -104 -0.3% 1.60% $4.7M $133.77
2025 Q2 REDUCED 34,861 -930 -2.6% 1.55% $4.2M $116.18
2025 Q1 REDUCED 35,791 -115 -0.3% 1.82% $4.4M $119.11
2024 Q4 UNCHANGED 35,906 0% 1.63% $4.1M $108.91
2024 Q3 UNCHANGED 35,906 0% 1.88% $4.7M $124.56
2024 Q2 UNCHANGED 35,906 0% 2.12% $5.1M $132.66
2024 Q1 UNCHANGED 35,906 0% 2.49% $5.9M $152.29
2023 Q4 REDUCED 35,906 -289 -0.8% 2.22% $4.8M $123.24
2023 Q3 UNCHANGED 36,195 0% 2.19% $4.3M $110.21
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PSX price (monthly, adj. close)
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