Phillips 66 shares owned by Elm3 Financial Group
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Elm3 Financial Group
from 13F filings
Historical chart of Elm3 Financial Group investment in Phillips 66
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All positions including Phillips 66 held by Elm3 Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phillips 66 by Elm3 Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $214k | 1.6k | 136.02 |
| 2025-06-30 | $276k | 2.3k | 119.28 |
| 2025-03-31 | $395k | 3.2k | 123.49 |
| 2024-12-31 | $556k | 4.9k | 113.94 |
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