Phillips 66 shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC Wealth Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $231k | 1.7k | 136.03 |
| 2025-06-30 | $207k | 1.7k | 119.31 |
| 2025-03-31 | $214k | 1.7k | 123.49 |
| 2024-09-30 | $226k | 1.7k | 131.46 |
| 2024-06-30 | $385k | 2.7k | 141.18 |
| 2024-03-31 | $447k | 2.7k | 163.35 |
| 2023-12-31 | $366k | 2.7k | 133.15 |
| 2023-09-30 | $338k | 2.8k | 120.16 |
| 2023-06-30 | $267k | 2.8k | 95.39 |
| 2023-03-31 | $285k | 2.8k | 101.39 |
| 2022-12-31 | $293k | 2.8k | 104.09 |
| 2022-09-30 | $222k | 2.7k | 80.82 |
| 2022-06-30 | $224k | 2.7k | 81.87 |
| 2022-03-31 | $236k | 2.7k | 86.42 |