Phillips 66 shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 21k | 136.02 |
| 2025-06-30 | $2.6M | 22k | 119.30 |
| 2025-03-31 | $907k | 7.3k | 123.48 |
| 2024-12-31 | $499k | 4.4k | 113.94 |
| 2024-09-30 | $574k | 4.4k | 131.45 |
| 2024-06-30 | $541k | 3.8k | 141.19 |
| 2024-03-31 | $715k | 4.4k | 163.34 |
| 2023-12-31 | $5.9M | 44k | 133.14 |
| 2023-09-30 | $7.1M | 59k | 120.15 |
| 2023-06-30 | $5.5M | 58k | 95.38 |
| 2023-03-31 | $4.9M | 49k | 101.38 |
| 2022-12-31 | $6.0M | 58k | 104.08 |
| 2022-09-30 | $3.6M | 45k | 80.71 |
| 2022-06-30 | $5.5M | 65k | 84.36 |
| 2022-03-31 | $5.3M | 61k | 86.38 |
| 2021-12-31 | $5.7M | 79k | 72.50 |
| 2021-09-30 | $6.6M | 91k | 72.63 |
| 2021-06-30 | $7.7M | 88k | 87.90 |
| 2021-03-31 | $7.2M | 89k | 80.90 |
| 2020-12-31 | $7.3M | 90k | 81.58 |
| 2020-09-30 | $4.7M | 88k | 52.92 |
| 2020-06-30 | $6.8M | 100k | 68.07 |
| 2020-03-31 | $5.0M | 96k | 52.35 |
| 2019-12-31 | $10M | 91k | 110.59 |
| 2019-09-30 | $9.2M | 89k | 103.66 |
| 2019-06-30 | $8.4M | 90k | 93.54 |
| 2019-03-31 | $3.2M | 34k | 95.17 |
| 2018-12-31 | $2.9M | 35k | 84.94 |
| 2018-09-30 | $3.9M | 35k | 112.72 |
| 2018-06-30 | $3.8M | 34k | 112.30 |
| 2018-03-31 | $3.5M | 37k | 95.89 |
| 2017-12-31 | $3.7M | 37k | 101.15 |
| 2017-09-30 | $3.3M | 36k | 91.58 |
| 2017-06-30 | $3.0M | 37k | 82.68 |
| 2017-03-31 | $2.9M | 37k | 79.20 |
| 2016-12-31 | $3.2M | 37k | 86.40 |
| 2016-09-30 | $3.0M | 37k | 80.55 |
| 2016-06-30 | $3.1M | 38k | 79.77 |
| 2016-03-31 | $3.4M | 40k | 85.67 |