Phillips 66 shares owned by CWS Financial Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by CWS Financial Advisors
from 13F filings
Historical chart of CWS Financial Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by CWS Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $221k | 1.6k | 136.02 |
| 2024-09-30 | $208k | 1.6k | 131.45 |
| 2024-06-30 | $224k | 1.6k | 141.17 |
| 2023-12-31 | $316k | 2.4k | 133.13 |
| 2023-09-30 | $285k | 2.4k | 120.14 |
| 2023-06-30 | $226k | 2.4k | 95.37 |
| 2023-03-31 | $235k | 2.3k | 101.37 |
| 2022-12-31 | $209k | 2.6k | 81.45 |
| 2022-09-30 | $232k | 2.9k | 80.70 |
| 2022-06-30 | $236k | 2.9k | 82.09 |
| 2022-03-31 | $240k | 2.8k | 86.55 |
| 2021-06-30 | $220k | 2.6k | 85.74 |
| 2021-03-31 | $209k | 2.6k | 81.45 |
| 2020-03-31 | $245k | 2.2k | 111.21 |
| 2019-12-31 | $265k | 2.4k | 111.34 |