Phillips 66 shares owned by Bartlett & Co. Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Bartlett & Co. Wealth Management
from 13F filings
Historical chart of Bartlett & Co. Wealth Management investment in Phillips 66
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All positions including Phillips 66 held by Bartlett & Co. Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phillips 66 by Bartlett & Co. Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 17k | 136.02 |
| 2025-06-30 | $2.1M | 18k | 119.30 |
| 2025-03-31 | $2.2M | 18k | 123.48 |
| 2024-12-31 | $2.0M | 18k | 113.93 |
| 2024-09-30 | $2.4M | 18k | 131.45 |
| 2024-06-30 | $2.6M | 18k | 141.17 |
| 2024-03-31 | $3.0M | 18k | 163.34 |
| 2023-12-31 | $2.4M | 18k | 132.84 |
| 2023-09-30 | $2.2M | 19k | 120.15 |
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