Phillips 66 shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors Wealth Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 8.4k | 136.02 |
| 2025-06-30 | $993k | 8.3k | 119.30 |
| 2025-03-31 | $1.2M | 9.3k | 123.48 |
| 2024-12-31 | $1.0M | 8.9k | 113.93 |
| 2024-09-30 | $1.1M | 8.3k | 131.45 |
| 2024-06-30 | $1.2M | 8.2k | 141.16 |
| 2024-03-31 | $1.3M | 8.1k | 163.33 |
| 2023-12-31 | $1.1M | 8.1k | 133.14 |
| 2023-09-30 | $990k | 8.2k | 120.15 |
| 2023-06-30 | $910k | 9.5k | 95.38 |
| 2023-03-31 | $743k | 7.3k | 101.38 |
| 2022-12-31 | $739k | 7.1k | 104.07 |
| 2022-09-30 | $307k | 3.8k | 80.81 |
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