Phillips 66 shares owned by Charles Schwab Trust
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Charles Schwab Trust
from 13F filings
Historical chart of Charles Schwab Trust investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Charles Schwab Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $215k | 1.2k | 182.24 |
| 2021-06-30 | $462k | 5.4k | 85.91 |
| 2021-03-31 | $414k | 5.0k | 83.17 |
| 2020-12-31 | $501k | 7.2k | 69.91 |
| 2020-09-30 | $264k | 5.1k | 51.82 |
| 2020-06-30 | $375k | 5.2k | 71.92 |
| 2020-03-31 | $274k | 5.1k | 53.74 |
| 2019-12-31 | $587k | 5.3k | 111.43 |
| 2019-09-30 | $532k | 5.3k | 100.99 |