Phillips 66 shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Phillips 66
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $130k | 792 | 164.14 |
2023-12-31 | $92k | 694 | 132.56 |
2023-09-30 | $118k | 982 | 119.75 |
2023-06-30 | $135k | 1.4k | 94.87 |
2023-03-31 | $147k | 1.4k | 103.81 |
2022-12-31 | $113k | 1.4k | 80.09 |
2022-09-30 | $114k | 1.4k | 80.79 |
2022-06-30 | $116k | 1.4k | 82.21 |
2022-03-31 | $122k | 1.4k | 86.46 |
2021-12-31 | $48k | 661 | 72.62 |
2021-09-30 | $63k | 904 | 69.69 |
2021-06-30 | $78k | 904 | 86.28 |
2021-03-31 | $74k | 904 | 81.86 |
2020-12-31 | $63k | 904 | 69.69 |
2020-09-30 | $32k | 619 | 51.70 |
2020-06-30 | $37k | 519 | 71.29 |
2020-03-31 | $28k | 519 | 53.95 |
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