Phillips 66 shares owned by CWS Financial Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by CWS Financial Advisors
from 13F filings
Historical chart of CWS Financial Advisors investment in Phillips 66
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All positions including Phillips 66 held by CWS Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $316k | 2.4k | 133.13 |
2023-09-30 | $285k | 2.4k | 120.14 |
2023-06-30 | $226k | 2.4k | 95.37 |
2023-03-31 | $235k | 2.3k | 101.37 |
2022-12-31 | $209k | 2.6k | 81.45 |
2022-09-30 | $232k | 2.9k | 80.70 |
2022-06-30 | $236k | 2.9k | 82.09 |
2022-03-31 | $240k | 2.8k | 86.55 |
2021-06-30 | $220k | 2.6k | 85.74 |
2021-03-31 | $209k | 2.6k | 81.45 |
2020-03-31 | $245k | 2.2k | 111.21 |
2019-12-31 | $265k | 2.4k | 111.34 |