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Phillips 66 shares owned by Asset Planning

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Asset Planning from 13F filings

Historical chart of Asset Planning investment in Phillips 66

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All positions including Phillips 66 held by Asset Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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