Phillips 66 shares owned by Cfm Wealth Partners
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Cfm Wealth Partners
from 13F filings
Historical chart of Cfm Wealth Partners investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Cfm Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Phillips 66 by Cfm Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.6M | 22k | 163.34 |
| 2023-12-31 | $3.4M | 26k | 133.14 |
| 2023-09-30 | $3.1M | 26k | 120.15 |
| 2023-06-30 | $2.6M | 27k | 95.38 |
| 2023-03-31 | $2.8M | 27k | 101.38 |
| 2022-12-31 | $2.8M | 27k | 104.08 |
| 2022-09-30 | $2.2M | 27k | 80.72 |
| 2022-06-30 | $2.2M | 27k | 81.98 |
| 2022-03-31 | $2.4M | 28k | 86.41 |
| 2021-12-31 | $1.3M | 17k | 75.71 |
| 2021-09-30 | $1.2M | 17k | 69.98 |
| 2021-06-30 | $1.5M | 17k | 85.85 |
| 2021-03-31 | $1.4M | 18k | 81.52 |
| 2020-12-31 | $1.2M | 18k | 69.95 |
| 2020-09-30 | $950k | 18k | 51.82 |
| 2020-06-30 | $1.3M | 18k | 71.89 |
| 2020-03-31 | $984k | 18k | 53.67 |
| 2019-12-31 | $1.9M | 18k | 103.80 |