Phillips 66 shares owned by Forza Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Forza Wealth Management
from 13F filings
Historical chart of Forza Wealth Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Forza Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $364k | 2.7k | 136.02 |
| 2025-06-30 | $296k | 2.5k | 119.30 |
| 2025-03-31 | $276k | 2.2k | 123.48 |
| 2024-12-31 | $249k | 2.2k | 113.93 |
| 2024-09-30 | $258k | 2.0k | 131.45 |