Atlas Private Wealth Management »

Phillips 66 shares owned by Atlas Private Wealth Management

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Atlas Private Wealth Management from 13F filings

Historical chart of Atlas Private Wealth Management investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by Atlas Private Wealth Management 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 Atlas Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 14k 163.34
2023-12-31 $1.7M 12k 133.14
2023-09-30 $1.5M 12k 120.15
2023-06-30 $1.1M 12k 95.38
2023-03-31 $1.0M 9.9k 101.38
2022-12-31 $956k 9.2k 104.08
2022-09-30 $652k 8.1k 80.72
2022-06-30 $545k 6.6k 82.07
2022-03-31 $579k 6.7k 86.44
2021-12-31 $430k 5.9k 72.50
2021-09-30 $431k 6.1k 70.10
2021-06-30 $408k 4.8k 85.89
2021-03-31 $319k 3.9k 81.52
2020-12-31 $245k 3.5k 69.80
2020-09-30 $171k 3.3k 51.83
2020-06-30 $179k 2.5k 71.92
2020-03-31 $133k 2.5k 53.46
2019-12-31 $261k 2.3k 111.49