Phillips 66 shares owned by Edge Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Edge Wealth Management
from 13F filings
Historical chart of Edge Wealth Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Edge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $245k | 1.5k | 163.34 |
| 2021-12-31 | $109k | 1.5k | 72.67 |
| 2021-09-30 | $105k | 1.5k | 70.00 |
| 2021-06-30 | $129k | 1.5k | 86.00 |
| 2021-03-31 | $122k | 1.5k | 81.33 |
| 2020-12-31 | $105k | 1.5k | 70.00 |
| 2020-06-30 | $13k | 184 | 70.65 |
| 2020-03-31 | $63k | 1.2k | 53.25 |
| 2019-12-31 | $20k | 182 | 109.89 |
| 2019-09-30 | $18k | 180 | 100.00 |
| 2019-06-30 | $17k | 179 | 94.97 |
| 2019-03-31 | $17k | 178 | 95.51 |
| 2018-12-31 | $15k | 177 | 84.75 |
| 2018-09-30 | $20k | 176 | 113.64 |
| 2018-06-30 | $20k | 175 | 114.29 |
| 2018-03-31 | $17k | 174 | 97.70 |
| 2017-12-31 | $17k | 173 | 98.27 |
| 2017-09-30 | $16k | 172 | 93.02 |
| 2017-06-30 | $14k | 171 | 81.87 |
| 2017-03-31 | $13k | 170 | 76.47 |
| 2016-12-31 | $15k | 169 | 88.76 |
| 2016-09-30 | $14k | 168 | 83.33 |
| 2016-06-30 | $13k | 167 | 77.84 |
| 2016-03-31 | $14k | 166 | 84.34 |
| 2015-12-31 | $23k | 285 | 80.70 |
| 2015-09-30 | $78k | 1.0k | 76.17 |
| 2015-06-30 | $82k | 1.0k | 80.16 |
| 2015-03-31 | $100k | 1.3k | 78.62 |
| 2014-12-31 | $129k | 1.8k | 72.03 |
| 2014-09-30 | $147k | 1.8k | 81.44 |
| 2014-06-30 | $137k | 1.7k | 80.40 |
| 2014-03-31 | $131k | 1.7k | 76.92 |
| 2013-12-31 | $202k | 2.6k | 77.01 |
| 2013-09-30 | $158k | 2.7k | 57.94 |
| 2013-06-30 | $109k | 1.8k | 59.50 |