Phillips 66 shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $313k | 2.3k | 136.01 |
| 2025-06-30 | $283k | 2.4k | 119.29 |
| 2025-03-31 | $279k | 2.3k | 123.47 |
| 2024-12-31 | $231k | 2.0k | 113.91 |
| 2024-09-30 | $257k | 2.0k | 131.43 |
| 2024-06-30 | $276k | 2.0k | 141.14 |
| 2024-03-31 | $320k | 2.0k | 163.30 |
| 2023-12-31 | $261k | 2.0k | 133.11 |
| 2023-09-30 | $235k | 2.0k | 120.12 |
| 2022-12-31 | $204k | 2.0k | 104.10 |
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