Phillips 66 shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Evermay Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Phillips 66 by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $120k | 904 | 133.14 |
| 2023-09-30 | $108k | 900 | 120.15 |
| 2023-06-30 | $86k | 900 | 95.38 |
| 2023-03-31 | $91k | 900 | 101.38 |
| 2022-12-31 | $94k | 900 | 104.08 |
| 2022-09-30 | $73k | 900 | 81.11 |
| 2022-06-30 | $74k | 900 | 82.22 |
| 2022-03-31 | $78k | 900 | 86.67 |
| 2021-12-31 | $65k | 900 | 72.22 |
| 2021-09-30 | $82k | 950 | 86.32 |
| 2021-06-30 | $82k | 950 | 86.32 |