Phillips 66 shares owned by Independent Solutions Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Independent Solutions Wealth Management
from 13F filings
Historical chart of Independent Solutions Wealth Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Independent Solutions Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 15k | 136.02 |
| 2025-06-30 | $1.9M | 16k | 119.30 |
| 2025-03-31 | $1.9M | 15k | 123.48 |
| 2024-12-31 | $1.7M | 15k | 113.93 |
| 2024-09-30 | $2.0M | 15k | 131.45 |
| 2024-06-30 | $2.1M | 15k | 141.17 |
| 2024-03-31 | $2.5M | 15k | 163.34 |
| 2023-12-31 | $2.0M | 15k | 133.14 |
| 2023-09-30 | $1.1M | 9.1k | 120.16 |
| 2023-06-30 | $905k | 9.5k | 95.38 |
| 2023-03-31 | $310k | 3.1k | 101.37 |
| 2022-12-31 | $319k | 3.1k | 104.07 |
| 2022-09-30 | $271k | 3.4k | 80.71 |
| 2022-06-30 | $271k | 3.3k | 81.98 |
| 2020-09-30 | $280k | 5.4k | 51.84 |
| 2020-06-30 | $399k | 5.5k | 71.90 |
| 2020-03-31 | $334k | 6.2k | 53.65 |
| 2019-12-31 | $632k | 5.7k | 111.40 |
More positions owned by Independent Solutions Wealth Management
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