Phillips 66 shares owned by Asset Planning
Historical chart of Asset Planning investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Asset Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phillips 66 by Asset Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $147k | 1.1k | 135.98 |
| 2025-06-30 | $128k | 1.1k | 119.33 |
| 2025-03-31 | $98k | 790 | 123.52 |
| 2024-12-31 | $90k | 787 | 113.88 |