Phillips 66 shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Sound View Wealth Advisors Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Phillips 66 by Sound View Wealth Advisors Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $429k | 2.6k | 163.34 |
2023-12-31 | $368k | 2.8k | 133.14 |
2023-09-30 | $349k | 2.9k | 120.15 |
2023-06-30 | $222k | 2.3k | 95.38 |
2023-03-31 | $227k | 2.2k | 101.38 |
More positions owned by Sound View Wealth Advisors Group
View all positions for Sound View Wealth Advisors Group