Phillips 66 shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Phillips 66
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All positions including Phillips 66 held by Liberty Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Phillips 66 by Liberty Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $308k | 1.9k | 163.14 |
2023-12-31 | $254k | 1.9k | 132.98 |
2023-09-30 | $230k | 1.9k | 120.17 |
2023-03-31 | $202k | 2.0k | 101.36 |
2022-03-31 | $219k | 2.5k | 86.25 |
2021-09-30 | $211k | 3.0k | 70.01 |
2021-06-30 | $2.6M | 223k | 11.65 |
2021-03-31 | $169k | 2.5k | 67.25 |
2020-12-31 | $169k | 2.5k | 67.25 |
2020-09-30 | $135k | 2.6k | 51.68 |
2020-06-30 | $187k | 2.6k | 72.03 |
2020-03-31 | $134k | 2.5k | 53.79 |
2019-12-31 | $310k | 2.8k | 111.51 |
2019-09-30 | $287k | 2.8k | 102.57 |
2019-06-30 | $214k | 2.3k | 93.57 |
2019-03-31 | $227k | 2.4k | 95.02 |
2018-12-31 | $63k | 736 | 85.60 |