Phillips 66 shares owned by CarsonAllaria Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by CarsonAllaria Wealth Management
from 13F filings
Historical chart of CarsonAllaria Wealth Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by CarsonAllaria Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $168k | 1.3k | 131.47 |
| 2024-06-30 | $84k | 593 | 141.19 |
| 2024-03-31 | $96k | 588 | 163.41 |
| 2023-12-31 | $78k | 584 | 133.15 |
| 2023-09-30 | $70k | 579 | 120.22 |
| 2023-06-30 | $99k | 1.0k | 95.40 |
| 2023-03-31 | $63k | 624 | 101.49 |
| 2022-12-31 | $64k | 618 | 103.56 |
| 2022-09-30 | $4.0k | 51 | 78.43 |
| 2022-06-30 | $4.0k | 51 | 78.43 |
| 2022-03-31 | $4.0k | 51 | 78.43 |
| 2021-12-31 | $4.0k | 50 | 80.00 |
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