Phillips 66 shares owned by Connecticut Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Connecticut Wealth Management
from 13F filings
Historical chart of Connecticut Wealth Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Connecticut Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $616k | 4.5k | 136.02 |
| 2025-06-30 | $540k | 4.5k | 119.30 |
| 2025-03-31 | $560k | 4.5k | 123.48 |
| 2024-12-31 | $520k | 4.6k | 113.93 |
| 2024-09-30 | $915k | 7.0k | 131.45 |
| 2024-06-30 | $1.0M | 7.1k | 141.17 |
| 2024-03-31 | $1.1M | 7.0k | 163.34 |
| 2023-12-31 | $952k | 7.2k | 133.14 |
| 2023-09-30 | $1.1M | 9.4k | 120.15 |
| 2023-06-30 | $870k | 9.1k | 95.38 |
| 2023-03-31 | $938k | 9.3k | 101.38 |
| 2022-12-31 | $948k | 9.1k | 104.08 |
| 2022-09-30 | $856k | 11k | 80.74 |
| 2022-06-30 | $1.2M | 14k | 82.00 |
| 2022-03-31 | $1.2M | 14k | 86.37 |
| 2021-12-31 | $1.0M | 14k | 72.46 |
| 2021-09-30 | $991k | 14k | 70.05 |
| 2021-06-30 | $1.2M | 14k | 85.84 |
| 2021-03-31 | $1.2M | 15k | 81.57 |
| 2020-12-31 | $1.0M | 15k | 69.96 |
| 2020-09-30 | $935k | 18k | 51.84 |
| 2020-06-30 | $1.3M | 18k | 71.88 |
| 2020-03-31 | $791k | 15k | 53.67 |
| 2019-12-31 | $1.6M | 15k | 111.42 |
| 2019-09-30 | $1.6M | 16k | 102.42 |
| 2019-06-30 | $1.4M | 16k | 93.55 |
More positions owned by Connecticut Wealth Management
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