Phillips 66 shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $9.9M | 83k | 119.30 |
| 2025-03-31 | $11M | 85k | 123.55 |
| 2024-12-31 | $7.5M | 65k | 113.93 |
| 2024-09-30 | $8.2M | 62k | 131.45 |
| 2024-03-31 | $11M | 67k | 163.34 |
| 2023-12-31 | $8.4M | 63k | 133.14 |
| 2023-09-30 | $7.4M | 62k | 120.15 |
| 2023-06-30 | $5.9M | 62k | 95.38 |
| 2023-03-31 | $6.2M | 61k | 101.38 |
| 2022-12-31 | $6.4M | 61k | 104.08 |
| 2022-09-30 | $4.9M | 61k | 80.73 |
| 2022-06-30 | $5.0M | 61k | 81.99 |
| 2022-03-31 | $5.3M | 61k | 86.38 |
| 2021-12-31 | $4.5M | 63k | 72.45 |
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