Phillips 66 shares owned by Guardian Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Guardian Wealth Management
from 13F filings
Historical chart of Guardian Wealth Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Guardian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $610k | 4.5k | 136.00 |
| 2025-06-30 | $542k | 4.5k | 119.31 |
| 2025-03-31 | $681k | 5.5k | 123.48 |
| 2024-12-31 | $718k | 6.3k | 113.93 |
| 2024-09-30 | $1.3M | 10k | 131.45 |
| 2024-06-30 | $1.5M | 11k | 141.17 |
| 2024-03-31 | $1.8M | 11k | 163.33 |
| 2023-12-31 | $1.5M | 11k | 133.14 |
| 2023-09-30 | $1.4M | 12k | 120.15 |
| 2023-06-30 | $1.1M | 12k | 95.38 |
| 2023-03-31 | $1.2M | 11k | 101.38 |
| 2022-12-31 | $1.2M | 12k | 104.08 |
| 2022-09-30 | $1.2M | 15k | 80.71 |
| 2022-06-30 | $1.2M | 15k | 81.96 |
| 2022-03-31 | $1.3M | 15k | 86.38 |
| 2021-12-31 | $1.0M | 14k | 72.43 |
More positions owned by Guardian Wealth Management
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