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
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Cypress Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |