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Phillips 66 shares owned by Cypress Wealth Services

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Cypress Wealth Services from 13F filings

Historical chart of Cypress Wealth Services investment in Phillips 66

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All positions including Phillips 66 held by Cypress Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $231k 1.3k 182.16
2020-06-30 $648k 9.0k 71.91
2020-03-31 $479k 8.9k 53.66
2019-12-31 $963k 8.6k 111.39
2019-09-30 $886k 8.6k 102.44
2019-06-30 $806k 8.6k 93.51
2019-03-31 $812k 8.5k 95.20
2018-12-31 $761k 8.8k 86.16
2018-09-30 $992k 8.8k 112.69
2018-06-30 $988k 8.8k 112.29
2018-03-31 $768k 8.0k 95.89
2017-12-31 $810k 8.0k 101.14