Phillips 66 shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $988k | 7.3k | 136.02 |
| 2025-06-30 | $879k | 7.4k | 119.30 |
| 2025-03-31 | $919k | 7.4k | 123.48 |
| 2024-12-31 | $910k | 8.0k | 113.93 |
| 2024-09-30 | $1.0M | 8.0k | 131.45 |
| 2024-06-30 | $1.1M | 7.9k | 141.16 |
| 2024-03-31 | $1.3M | 8.0k | 163.34 |
| 2023-12-31 | $968k | 7.3k | 133.14 |
| 2023-09-30 | $880k | 7.3k | 120.15 |
| 2023-06-30 | $702k | 7.4k | 95.38 |
| 2023-03-31 | $753k | 7.4k | 101.38 |
| 2022-12-31 | $777k | 7.5k | 104.08 |
| 2022-09-30 | $613k | 7.6k | 80.71 |
| 2022-06-30 | $623k | 7.6k | 82.03 |
| 2022-03-31 | $656k | 7.6k | 86.37 |
| 2021-12-31 | $550k | 7.6k | 72.42 |
| 2021-09-30 | $542k | 7.7k | 69.99 |
| 2021-06-30 | $664k | 7.7k | 85.82 |
| 2021-03-31 | $608k | 7.5k | 81.50 |
| 2020-12-31 | $499k | 7.1k | 69.95 |
| 2020-09-30 | $358k | 6.9k | 51.79 |
| 2020-06-30 | $510k | 7.1k | 71.88 |
| 2020-03-31 | $404k | 7.5k | 53.64 |
| 2019-12-31 | $923k | 923 | 1000.00 |
| 2019-09-30 | $851k | 8.3k | 102.39 |
| 2019-06-30 | $803k | 8.6k | 93.57 |
| 2019-03-31 | $793k | 8.3k | 95.22 |
| 2017-06-30 | $979k | 12k | 82.97 |
| 2013-06-30 | $46k | 780 | 58.97 |
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