Phillips 66 shares owned by Aries Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Aries Wealth Management
from 13F filings
Historical chart of Aries Wealth Management investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Aries Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Phillips 66 by Aries Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $391k | 3.0k | 131.45 |
2024-06-30 | $435k | 3.1k | 141.17 |
2024-03-31 | $504k | 3.1k | 163.34 |
2023-12-31 | $395k | 3.0k | 133.14 |
2023-09-30 | $284k | 2.5k | 111.78 |
2023-06-30 | $231k | 2.4k | 95.38 |
2023-03-31 | $244k | 2.4k | 101.38 |
2022-12-31 | $250k | 2.4k | 104.08 |
2022-09-30 | $251k | 2.4k | 104.45 |
2022-06-30 | $235k | 2.9k | 81.94 |
2021-12-31 | $1.4M | 19k | 72.48 |
2021-06-30 | $240k | 2.8k | 85.87 |
2021-03-31 | $227k | 2.9k | 79.37 |
2020-12-31 | $204k | 2.9k | 70.83 |
2020-06-30 | $273k | 3.8k | 72.01 |
2019-12-31 | $386k | 3.6k | 107.67 |
2019-09-30 | $335k | 3.1k | 106.69 |
2019-06-30 | $304k | 3.1k | 96.82 |
More positions owned by Aries Wealth Management
Home Depot (HD)
View all positions for Aries Wealth Management