Phillips 66 shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $301k | 2.3k | 131.45 |
| 2024-06-30 | $324k | 2.3k | 141.17 |
| 2024-03-31 | $372k | 2.3k | 163.34 |
| 2023-12-31 | $301k | 2.3k | 133.14 |
| 2023-09-30 | $266k | 2.2k | 120.15 |
| 2023-06-30 | $217k | 2.3k | 95.38 |
| 2023-03-31 | $224k | 2.2k | 101.38 |
| 2022-12-31 | $229k | 2.2k | 104.08 |
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