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Phillips 66 shares owned by Cassady Schiller Wealth Management

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Cassady Schiller Wealth Management from 13F filings

Historical chart of Cassady Schiller Wealth Management investment in Phillips 66

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All positions including Phillips 66 held by Cassady Schiller Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $48k 363 133.14
2023-09-30 $44k 363 120.15
2023-06-30 $35k 363 95.38
2023-03-31 $37k 363 101.38
2022-12-31 $43k 415 104.08
2021-12-31 $7.0k 100 70.00