Phillips 66 shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-09-30 | $6.1M | 24k | 255.31 |
| 2026-06-30 | $5.5M | 33k | 169.05 |
| 2026-03-31 | $6.3M | 35k | 182.18 |
| 2025-12-31 | $4.9M | 38k | 129.04 |
| 2025-09-30 | $1.6M | 2.7k | 596.06 |
| 2025-06-30 | $4.7M | 39k | 119.30 |
| 2025-03-31 | $2.5M | 21k | 123.48 |
| 2024-12-31 | $178k | 1.6k | 113.93 |
| 2024-09-30 | $205k | 1.6k | 131.45 |
| 2024-06-30 | $220k | 1.6k | 141.17 |
| 2024-03-31 | $255k | 1.6k | 163.34 |
| 2023-12-31 | $208k | 1.6k | 133.14 |
| 2023-09-30 | $191k | 1.6k | 120.15 |
| 2023-06-30 | $155k | 1.5k | 101.37 |
| 2023-03-31 | $155k | 1.5k | 101.37 |
| 2022-12-31 | $159k | 1.5k | 104.07 |