Phillips 66 shares owned by Altium Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Altium Wealth Management
from 13F filings
Historical chart of Altium Wealth Management investment in Phillips 66
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All positions including Phillips 66 held by Altium Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2022-06-30 | $405k | 4.9k | 81.92 |
2022-03-31 | $425k | 4.9k | 86.45 |
2021-12-31 | $377k | 5.2k | 72.54 |
2021-09-30 | $424k | 6.1k | 70.05 |
2021-06-30 | $519k | 6.1k | 85.74 |
2021-03-31 | $519k | 6.4k | 81.62 |
2020-12-31 | $454k | 6.5k | 69.99 |
2020-09-30 | $310k | 6.0k | 51.87 |
2020-06-30 | $462k | 6.4k | 71.96 |
2020-03-31 | $388k | 7.2k | 53.60 |
2019-12-31 | $803k | 7.2k | 111.42 |
2019-09-30 | $757k | 7.4k | 102.44 |
2019-06-30 | $643k | 6.9k | 93.61 |
2019-03-31 | $575k | 6.0k | 95.15 |
2018-12-31 | $498k | 5.8k | 86.22 |
2018-09-30 | $513k | 4.6k | 112.75 |
2018-06-30 | $499k | 4.4k | 112.26 |
2018-03-31 | $302k | 3.2k | 95.78 |
2017-12-31 | $266k | 2.6k | 101.10 |