Phillips 66 shares owned by Bay Harbor Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Bay Harbor Wealth Management
from 13F filings
Historical chart of Bay Harbor Wealth Management investment in Phillips 66
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All positions including Phillips 66 held by Bay Harbor Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phillips 66 by Bay Harbor Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $12k | 65 | 182.17 |
| 2025-12-31 | $5.3k | 41 | 129.02 |
| 2025-09-30 | $3.4k | 25 | 136.00 |
| 2025-06-30 | $2.4k | 20 | 119.30 |
| 2025-03-31 | $1.2k | 10 | 123.40 |
| 2020-12-31 | $0 | 1 | 0.00 |
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