PFG Private Wealth Management »

Phillips 66 shares owned by PFG Private Wealth Management

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by PFG Private Wealth Management from 13F filings

Historical chart of PFG Private Wealth Management investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by PFG Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Phillips 66 by PFG Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $174k 1.1k 163.34
2023-12-31 $140k 1.0k 133.14
2023-09-30 $22k 182 120.15
2023-06-30 $30k 316 95.38
2023-03-31 $23k 222 101.38
2022-12-31 $15k 147 102.04
2022-09-30 $12k 147 81.63
2022-06-30 $12k 147 81.63
2022-03-31 $11k 125 88.00
2021-12-31 $9.0k 125 72.00
2021-09-30 $9.0k 125 72.00