Phillips 66 shares owned by Cherry Tree Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Cherry Tree Wealth Management
from 13F filings
Historical chart of Cherry Tree Wealth Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Cherry Tree Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $222k | 1.6k | 136.02 |
| 2025-06-30 | $194k | 1.6k | 119.30 |
| 2025-03-31 | $209k | 1.7k | 123.48 |
| 2024-12-31 | $193k | 1.7k | 113.93 |
| 2024-09-30 | $223k | 1.7k | 131.45 |
| 2024-06-30 | $239k | 1.7k | 141.17 |
| 2024-03-31 | $266k | 1.6k | 163.34 |
| 2023-12-31 | $235k | 1.8k | 133.14 |
| 2023-09-30 | $212k | 1.8k | 120.15 |
| 2023-06-30 | $168k | 1.8k | 95.38 |
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