Phillips 66 shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $628k | 4.6k | 136.03 |
| 2025-06-30 | $719k | 6.0k | 119.30 |
| 2025-03-31 | $1.2M | 9.7k | 123.48 |
| 2024-12-31 | $19M | 163k | 113.93 |
| 2024-09-30 | $17M | 130k | 131.45 |
| 2024-06-30 | $19M | 133k | 141.17 |
| 2024-03-31 | $20M | 122k | 163.34 |
| 2023-09-30 | $11M | 93k | 120.15 |
| 2023-06-30 | $10M | 105k | 95.38 |
| 2023-03-31 | $11M | 104k | 101.38 |
| 2022-12-31 | $10M | 97k | 104.08 |
| 2022-09-30 | $7.3M | 91k | 80.72 |
| 2022-06-30 | $6.5M | 80k | 82.00 |
| 2022-03-31 | $6.7M | 77k | 86.39 |
| 2021-12-31 | $4.6M | 64k | 72.46 |
| 2021-09-30 | $1.6M | 24k | 70.00 |
| 2021-06-30 | $1.8M | 21k | 85.64 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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