Phillips 66 shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12k | 85 | 136.02 |
| 2025-06-30 | $10k | 85 | 119.31 |
| 2025-03-31 | $11k | 85 | 123.48 |
| 2024-12-31 | $9.7k | 85 | 113.93 |
| 2024-09-30 | $24k | 185 | 131.45 |
| 2024-06-30 | $12k | 85 | 141.16 |
| 2024-03-31 | $14k | 85 | 163.34 |
| 2023-03-31 | $15k | 150 | 101.38 |
| 2022-03-31 | $2.0k | 18 | 111.11 |