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Phillips 66 shares owned by XML Financial

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by XML Financial from 13F filings

Historical chart of XML Financial investment in Phillips 66

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All positions including Phillips 66 held by XML Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by XML Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.5M 21k 120.15
2023-06-30 $2.0M 21k 95.38
2023-03-31 $2.3M 22k 101.38
2022-12-31 $2.2M 21k 104.08
2022-09-30 $1.7M 21k 80.74
2022-03-31 $1.8M 21k 86.41
2021-12-31 $1.5M 21k 72.47
2021-09-30 $1.2M 17k 70.00