Phillips 66 shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in Phillips 66
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All positions including Phillips 66 held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phillips 66 by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.6M | 14k | 182.18 |
| 2025-12-31 | $2.9M | 23k | 129.04 |
| 2025-09-30 | $913k | 6.7k | 136.02 |
| 2025-06-30 | $820k | 6.9k | 119.31 |
| 2025-03-31 | $853k | 6.9k | 123.47 |
| 2024-12-31 | $783k | 6.9k | 113.93 |
| 2024-09-30 | $909k | 6.9k | 131.45 |
| 2024-06-30 | $1.3M | 9.2k | 141.18 |
| 2024-03-31 | $2.0M | 12k | 163.35 |
| 2023-12-31 | $1.3M | 9.8k | 133.14 |
| 2023-09-30 | $1.6M | 13k | 120.15 |
| 2023-06-30 | $345k | 3.6k | 95.38 |
| 2023-03-31 | $376k | 3.7k | 101.39 |
| 2022-12-31 | $399k | 3.8k | 104.01 |
| 2022-09-30 | $315k | 3.9k | 80.83 |
| 2022-06-30 | $243k | 3.0k | 82.01 |
| 2022-03-31 | $267k | 3.1k | 86.38 |