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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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All positions including Phillips 66 held by Cerro Pacific Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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