Phillips 66 shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Phillips 66 by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $899k | 6.6k | 136.02 |
| 2025-06-30 | $789k | 6.6k | 119.30 |
| 2025-03-31 | $677k | 6.6k | 102.78 |
| 2024-12-31 | $827k | 6.7k | 122.62 |
| 2024-09-30 | $871k | 6.6k | 131.45 |
| 2024-06-30 | $939k | 6.6k | 141.17 |
| 2024-03-31 | $1.0M | 6.4k | 163.34 |
| 2023-12-31 | $853k | 6.4k | 133.14 |
| 2023-09-30 | $770k | 6.4k | 120.15 |
| 2023-06-30 | $622k | 6.5k | 95.38 |
| 2023-03-31 | $623k | 6.1k | 101.39 |
| 2022-12-31 | $640k | 6.1k | 104.09 |
| 2022-09-30 | $496k | 6.1k | 80.70 |
| 2022-06-30 | $731k | 8.3k | 88.27 |
| 2022-03-31 | $695k | 8.1k | 86.28 |
| 2021-12-31 | $1.0M | 14k | 72.41 |
More positions owned by Confluence Wealth Services
View all positions for Confluence Wealth Services