Phillips 66 shares owned by 49 Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by 49 Wealth Management
from 13F filings
Historical chart of 49 Wealth Management investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by 49 Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phillips 66 by 49 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $255k | 2.0k | 129.02 |
| 2025-06-30 | $1.0M | 8.6k | 119.31 |
| 2025-03-31 | $527k | 4.3k | 123.47 |
| 2024-12-31 | $485k | 4.3k | 113.92 |
| 2024-09-30 | $554k | 4.2k | 131.47 |
| 2024-06-30 | $534k | 3.8k | 140.94 |
| 2024-03-31 | $627k | 3.8k | 163.34 |
| 2023-12-31 | $504k | 3.8k | 133.13 |