Phillips 66 shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $111k | 818 | 135.70 |
| 2025-06-30 | $102k | 827 | 123.34 |
| 2024-12-31 | $90k | 793 | 113.49 |
| 2024-09-30 | $106k | 810 | 130.86 |
| 2024-06-30 | $99k | 705 | 140.43 |
| 2024-03-31 | $130k | 792 | 164.14 |
| 2023-12-31 | $92k | 694 | 132.56 |
| 2023-09-30 | $118k | 982 | 119.75 |
| 2023-06-30 | $135k | 1.4k | 94.87 |
| 2023-03-31 | $147k | 1.4k | 103.81 |
| 2022-12-31 | $113k | 1.4k | 80.09 |
| 2022-09-30 | $114k | 1.4k | 80.79 |
| 2022-06-30 | $116k | 1.4k | 82.21 |
| 2022-03-31 | $122k | 1.4k | 86.46 |
| 2021-12-31 | $48k | 661 | 72.62 |
| 2021-09-30 | $63k | 904 | 69.69 |
| 2021-06-30 | $78k | 904 | 86.28 |
| 2021-03-31 | $74k | 904 | 81.86 |
| 2020-12-31 | $63k | 904 | 69.69 |
| 2020-09-30 | $32k | 619 | 51.70 |
| 2020-06-30 | $37k | 519 | 71.29 |
| 2020-03-31 | $28k | 519 | 53.95 |
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