Phillips 66 shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by BerganKDV 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 BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $472k | 5.0k | 95.39 |
| 2023-03-31 | $629k | 6.2k | 101.38 |
| 2022-12-31 | $670k | 6.4k | 104.08 |
| 2022-09-30 | $618k | 7.7k | 80.69 |
| 2022-06-30 | $680k | 8.3k | 81.98 |
| 2022-03-31 | $734k | 8.5k | 86.37 |
| 2021-12-31 | $602k | 8.3k | 72.51 |
| 2021-09-30 | $604k | 8.6k | 70.09 |
| 2021-06-30 | $617k | 7.2k | 85.80 |
| 2021-03-31 | $589k | 7.2k | 81.58 |
| 2020-12-31 | $506k | 7.2k | 69.89 |
| 2020-09-30 | $368k | 7.1k | 51.83 |
| 2020-06-30 | $404k | 5.6k | 71.86 |
| 2020-03-31 | $298k | 5.6k | 53.69 |
| 2019-12-31 | $601k | 5.4k | 111.40 |
| 2019-09-30 | $546k | 5.3k | 102.38 |
| 2019-06-30 | $539k | 5.8k | 93.54 |
| 2019-03-31 | $549k | 5.8k | 95.15 |
| 2018-12-31 | $236k | 2.7k | 86.16 |
| 2018-09-30 | $324k | 2.9k | 112.62 |
| 2018-06-30 | $350k | 3.1k | 112.22 |
| 2018-03-31 | $309k | 3.2k | 95.99 |
| 2017-12-31 | $1.2M | 12k | 101.12 |
| 2017-09-30 | $1.1M | 12k | 91.63 |
| 2017-06-30 | $986k | 12k | 82.68 |
| 2017-03-31 | $943k | 12k | 79.19 |
| 2016-12-31 | $1.0M | 12k | 86.45 |
| 2016-09-30 | $793k | 9.8k | 80.60 |
| 2016-06-30 | $724k | 9.1k | 79.36 |
| 2016-03-31 | $688k | 8.0k | 86.54 |
More positions owned by BerganKDV Wealth Management
View all positions for BerganKDV Wealth Management