Phillips 66 shares owned by Cerro Pacific Wealth Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Cerro Pacific Wealth Advisors
from 13F filings
Historical chart of Cerro Pacific Wealth Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Cerro Pacific Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 7.9k | 136.02 |
| 2025-06-30 | $957k | 8.0k | 119.31 |
| 2025-03-31 | $985k | 8.6k | 113.92 |
| 2024-12-31 | $1.1M | 8.5k | 131.44 |
| 2024-09-30 | $1.2M | 8.3k | 141.16 |
| 2024-06-30 | $1.2M | 8.3k | 141.16 |
| 2023-03-31 | $774k | 7.6k | 101.38 |
| 2022-12-31 | $696k | 6.7k | 104.08 |
| 2022-09-30 | $541k | 6.7k | 80.79 |
| 2022-06-30 | $301k | 3.7k | 81.95 |
| 2022-03-31 | $373k | 4.3k | 86.44 |
| 2021-12-31 | $307k | 4.2k | 72.54 |
| 2021-09-30 | $317k | 4.5k | 69.98 |
| 2021-06-30 | $552k | 6.4k | 85.75 |
| 2020-12-31 | $640k | 9.1k | 69.98 |
More positions owned by Cerro Pacific Wealth Advisors
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