Phillips 66 shares owned by CI Private Wealth
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by CI Private Wealth
from 13F filings
Historical chart of CI Private Wealth investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Phillips 66 by CI Private Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $161M | 1.2M | 131.45 |
2024-06-30 | $123M | 872k | 141.17 |
2024-03-31 | $133M | 812k | 163.34 |
2023-12-31 | $107M | 802k | 133.14 |
2023-09-30 | $93M | 774k | 120.52 |
2023-06-30 | $72M | 753k | 95.35 |
2023-03-31 | $28M | 277k | 101.52 |
2022-12-31 | $13M | 128k | 104.18 |