Phillips 66 shares owned by Curi Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Curi Wealth Management
from 13F filings
Historical chart of Curi Wealth Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Curi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $230k | 1.7k | 133.13 |
| 2023-09-30 | $207k | 1.7k | 120.15 |
| 2022-06-30 | $41k | 502 | 81.67 |
| 2022-03-31 | $37k | 432 | 85.65 |
| 2021-12-31 | $31k | 428 | 72.43 |
| 2020-12-31 | $28k | 408 | 68.63 |