Phillips 66 shares owned by HB Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 33k | 136.02 |
| 2025-06-30 | $3.7M | 31k | 119.30 |
| 2025-03-31 | $3.6M | 29k | 123.48 |
| 2024-12-31 | $2.6M | 23k | 113.93 |
| 2024-09-30 | $2.6M | 20k | 131.45 |
| 2024-06-30 | $2.6M | 19k | 141.17 |
| 2024-03-31 | $3.0M | 18k | 163.35 |
| 2023-12-31 | $2.4M | 18k | 133.15 |
| 2023-09-30 | $2.1M | 18k | 120.15 |
| 2023-06-30 | $1.6M | 17k | 95.38 |
| 2023-03-31 | $1.8M | 17k | 101.38 |
| 2022-12-31 | $1.7M | 16k | 104.08 |
| 2022-09-30 | $1.3M | 16k | 80.70 |
| 2022-06-30 | $1.2M | 14k | 82.00 |
| 2022-03-31 | $1.1M | 12k | 86.42 |
| 2021-12-31 | $731k | 10k | 72.48 |
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