Phillips 66 shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 8.1k | 136.02 |
| 2025-06-30 | $818k | 6.9k | 119.30 |
| 2025-03-31 | $674k | 5.5k | 123.48 |
| 2024-12-31 | $562k | 4.9k | 113.92 |
| 2024-09-30 | $617k | 4.7k | 131.45 |
| 2024-06-30 | $751k | 5.2k | 145.45 |
| 2024-03-31 | $627k | 4.7k | 133.14 |
| 2023-12-31 | $627k | 4.7k | 133.14 |
| 2023-09-30 | $559k | 4.7k | 120.14 |
| 2023-06-30 | $461k | 4.8k | 95.28 |
| 2023-03-31 | $496k | 4.9k | 101.31 |
| 2022-12-31 | $540k | 5.2k | 104.08 |
| 2022-09-30 | $595k | 7.4k | 79.90 |
| 2022-06-30 | $306k | 3.7k | 82.03 |
| 2022-03-31 | $354k | 3.8k | 93.75 |
| 2021-12-31 | $237k | 3.0k | 78.13 |
More positions owned by EverSource Wealth Advisors
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