Phillips 66 shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo Wealth Partners investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Phillips 66 by Cyndeo Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.8M | 25k | 113.93 |
| 2024-09-30 | $2.8M | 21k | 131.45 |
| 2024-06-30 | $3.0M | 21k | 141.17 |
| 2024-03-31 | $9.1M | 56k | 163.34 |
| 2023-12-31 | $9.1M | 68k | 133.14 |
| 2023-09-30 | $6.9M | 57k | 120.15 |
| 2023-06-30 | $5.2M | 54k | 95.38 |
| 2023-03-31 | $4.0M | 40k | 101.38 |
| 2022-12-31 | $3.2M | 30k | 104.08 |