Phillips 66 shares owned by BKM Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by BKM Wealth Management
from 13F filings
Historical chart of BKM Wealth Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by BKM Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $276k | 2.0k | 136.02 |
| 2025-06-30 | $270k | 2.3k | 119.30 |
| 2025-03-31 | $278k | 2.3k | 123.48 |
| 2024-12-31 | $396k | 3.5k | 113.93 |
| 2024-09-30 | $587k | 4.5k | 131.45 |
| 2024-06-30 | $2.1M | 15k | 141.17 |
| 2024-03-31 | $2.6M | 16k | 163.34 |
| 2023-12-31 | $2.1M | 16k | 133.14 |