Phillips 66 shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in Phillips 66
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All positions including Phillips 66 held by WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Phillips 66 by WCG Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.4M | 11k | 133.16 |
2023-09-30 | $1.7M | 13k | 123.36 |
2022-09-30 | $348k | 4.3k | 80.80 |
2022-06-30 | $353k | 4.3k | 82.07 |