Phillips 66 shares owned by Beaird Harris Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Beaird Harris Wealth Management
from 13F filings
Historical chart of Beaird Harris Wealth Management investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Beaird Harris Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Phillips 66 by Beaird Harris Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $85k | 743 | 113.93 |
| 2024-09-30 | $97k | 734 | 131.45 |
| 2024-06-30 | $516k | 3.7k | 141.17 |
| 2024-03-31 | $598k | 3.7k | 163.34 |
| 2023-12-31 | $488k | 3.7k | 133.14 |
| 2023-09-30 | $440k | 3.7k | 120.15 |
| 2023-06-30 | $349k | 3.7k | 95.38 |
| 2023-03-31 | $371k | 3.7k | 101.38 |
| 2022-12-31 | $381k | 3.7k | 104.08 |
| 2022-09-30 | $295k | 3.7k | 80.60 |
| 2022-06-30 | $60k | 734 | 81.74 |
| 2022-03-31 | $316k | 3.7k | 86.34 |
| 2021-12-31 | $265k | 3.7k | 72.40 |
More positions owned by Beaird Harris Wealth Management
View all positions for Beaird Harris Wealth Management