Phillips 66 shares owned by Jeppson Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Jeppson Wealth Management
from 13F filings
Historical chart of Jeppson Wealth Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Jeppson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.7M | 10k | 163.34 |
| 2023-12-31 | $1.4M | 11k | 133.14 |
| 2023-09-30 | $1.3M | 11k | 120.15 |
| 2023-06-30 | $1.0M | 11k | 95.38 |
| 2023-03-31 | $1.1M | 11k | 101.38 |
| 2022-12-31 | $1.1M | 11k | 104.08 |
| 2022-09-30 | $910k | 11k | 80.73 |
| 2022-06-30 | $900k | 11k | 82.03 |
| 2022-03-31 | $947k | 11k | 86.31 |
| 2021-12-31 | $803k | 11k | 72.46 |
| 2021-09-30 | $827k | 12k | 70.03 |
| 2021-06-30 | $955k | 11k | 85.77 |
| 2021-03-31 | $907k | 11k | 81.45 |
| 2020-12-31 | $810k | 12k | 69.92 |
| 2020-09-30 | $708k | 14k | 51.85 |
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