Phillips 66 shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Burns 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 Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.2M | 25k | 131.45 |
| 2024-06-30 | $3.6M | 25k | 141.17 |
| 2024-03-31 | $4.0M | 24k | 163.34 |
| 2023-09-30 | $3.8M | 32k | 120.15 |
| 2023-06-30 | $3.1M | 32k | 95.38 |
| 2023-03-31 | $3.2M | 32k | 101.38 |
| 2022-12-31 | $3.4M | 33k | 104.08 |
| 2022-09-30 | $2.9M | 35k | 80.73 |
| 2022-06-30 | $2.0M | 25k | 81.99 |
| 2022-03-31 | $2.2M | 26k | 86.38 |
| 2021-12-31 | $1.9M | 27k | 72.47 |
| 2021-09-30 | $1.5M | 22k | 70.05 |
| 2021-06-30 | $1.9M | 22k | 85.81 |
| 2021-03-31 | $1.9M | 23k | 81.51 |
| 2020-12-31 | $1.7M | 24k | 69.95 |
| 2020-09-30 | $873k | 17k | 51.85 |
| 2020-06-30 | $1.2M | 17k | 71.90 |
| 2020-03-31 | $959k | 18k | 53.66 |
| 2019-12-31 | $2.1M | 19k | 111.42 |
| 2019-09-30 | $2.2M | 21k | 102.39 |
| 2019-06-30 | $2.0M | 21k | 93.52 |
| 2019-03-31 | $2.0M | 21k | 95.19 |
| 2018-12-31 | $1.8M | 21k | 86.13 |
| 2018-09-30 | $2.4M | 21k | 112.72 |
| 2018-06-30 | $2.4M | 22k | 112.32 |
| 2018-03-31 | $2.1M | 22k | 95.91 |
| 2017-12-31 | $2.3M | 22k | 101.15 |
| 2017-09-30 | $2.1M | 23k | 91.63 |
| 2017-06-30 | $1.9M | 23k | 82.71 |
| 2017-03-31 | $1.6M | 22k | 75.34 |
| 2016-12-31 | $1.9M | 22k | 86.43 |
| 2016-09-30 | $1.8M | 22k | 81.15 |
| 2016-06-30 | $1.7M | 22k | 79.34 |
| 2016-03-31 | $2.0M | 23k | 86.60 |
| 2015-12-31 | $1.3M | 17k | 76.18 |
| 2015-09-30 | $1.3M | 17k | 76.87 |
| 2015-06-30 | $1.4M | 18k | 81.41 |
| 2015-03-31 | $1.4M | 18k | 79.24 |
| 2014-12-31 | $1.2M | 18k | 67.29 |
| 2014-09-30 | $1.4M | 18k | 81.32 |
| 2014-06-30 | $1.4M | 17k | 79.80 |
| 2014-03-31 | $1.3M | 16k | 81.10 |
| 2013-12-31 | $1.3M | 17k | 77.08 |
| 2013-09-30 | $1.1M | 17k | 64.26 |
| 2013-06-30 | $977k | 17k | 59.07 |
| 2013-03-31 | $1.0M | 17k | 60.94 |