Phillips 66 shares owned by Forum Financial Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 9.4k | 136.02 |
| 2025-06-30 | $995k | 8.3k | 119.30 |
| 2025-03-31 | $941k | 7.6k | 123.48 |
| 2024-12-31 | $853k | 7.5k | 113.92 |
| 2024-09-30 | $974k | 7.4k | 131.45 |
| 2024-06-30 | $1.1M | 7.6k | 141.16 |
| 2024-03-31 | $1.3M | 7.9k | 163.33 |
| 2023-12-31 | $1.0M | 7.7k | 133.14 |
| 2023-09-30 | $1.1M | 8.8k | 120.16 |
| 2023-06-30 | $721k | 7.6k | 95.38 |
| 2023-03-31 | $761k | 7.5k | 101.38 |
| 2022-12-31 | $780k | 7.5k | 104.08 |
| 2022-09-30 | $539k | 6.7k | 80.70 |
| 2022-06-30 | $666k | 8.1k | 81.94 |
| 2022-03-31 | $571k | 6.6k | 86.27 |
| 2021-12-31 | $462k | 6.4k | 72.39 |
More positions owned by Forum Financial Management
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