Phillips 66 shares owned by Dynamic Wealth Strategies
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Dynamic Wealth Strategies
from 13F filings
Historical chart of Dynamic Wealth Strategies investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Dynamic Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Phillips 66 by Dynamic Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $45k | 330 | 136.02 |
| 2025-06-30 | $39k | 330 | 119.30 |
| 2025-03-31 | $41k | 330 | 123.48 |
| 2024-09-30 | $45k | 341 | 131.96 |
| 2024-06-30 | $65k | 463 | 140.39 |
| 2024-03-31 | $76k | 463 | 164.15 |