Phillips 66 shares owned by Crestmont Private Wealth
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Crestmont Private Wealth
from 13F filings
Historical chart of Crestmont Private Wealth investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Crestmont Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Phillips 66 by Crestmont Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $223k | 1.7k | 131.44 |
| 2024-06-30 | $240k | 1.7k | 141.16 |
| 2024-03-31 | $285k | 1.7k | 163.33 |
| 2023-12-31 | $226k | 1.7k | 133.13 |
| 2023-09-30 | $210k | 1.7k | 120.14 |