Phillips 66 shares owned by Drive Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Drive Wealth Management
from 13F filings
Historical chart of Drive Wealth Management investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Drive Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Phillips 66 by Drive Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $917k | 7.0k | 131.45 |
2024-06-30 | $557k | 3.9k | 141.16 |
2024-03-31 | $536k | 3.3k | 163.32 |
2023-12-31 | $465k | 3.5k | 133.15 |
2023-09-30 | $411k | 3.4k | 120.16 |
2023-06-30 | $311k | 3.3k | 95.38 |
2023-03-31 | $320k | 3.2k | 101.37 |
2022-12-31 | $314k | 3.0k | 104.08 |
2022-09-30 | $600k | 7.4k | 80.70 |
2022-06-30 | $568k | 6.9k | 82.05 |
2022-03-31 | $607k | 7.0k | 86.34 |
2021-12-31 | $574k | 7.9k | 72.47 |