Phillips 66 shares owned by Berger Financial Group
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Berger Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Phillips 66 by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $333k | 2.5k | 136.03 |
| 2025-06-30 | $309k | 2.6k | 119.29 |
| 2025-03-31 | $386k | 3.1k | 123.49 |
| 2024-12-31 | $4.5M | 40k | 113.93 |
| 2024-09-30 | $5.1M | 39k | 131.45 |
| 2024-03-31 | $6.4M | 39k | 163.34 |
| 2023-12-31 | $6.0M | 45k | 133.14 |
| 2023-09-30 | $5.6M | 46k | 120.15 |
| 2023-06-30 | $4.4M | 47k | 95.38 |
| 2023-03-31 | $4.8M | 48k | 101.38 |
| 2022-12-31 | $5.9M | 57k | 104.08 |
| 2022-09-30 | $4.6M | 57k | 80.72 |
| 2022-06-30 | $4.5M | 55k | 81.99 |
| 2022-03-31 | $4.8M | 55k | 86.39 |