Phillips 66 shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Phillips 66 by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 108k | 136.02 |
| 2025-06-30 | $13M | 107k | 119.30 |
| 2025-03-31 | $12M | 100k | 123.48 |
| 2024-12-31 | $11M | 96k | 113.93 |
| 2024-09-30 | $12M | 89k | 131.45 |
| 2024-06-30 | $13M | 93k | 141.17 |
| 2024-03-31 | $16M | 95k | 163.34 |
| 2023-12-31 | $16M | 119k | 133.14 |
| 2023-09-30 | $14M | 118k | 120.15 |
| 2023-06-30 | $11M | 113k | 95.38 |
| 2023-03-31 | $11M | 108k | 101.38 |
| 2022-12-31 | $9.5M | 92k | 104.08 |
| 2022-09-30 | $6.2M | 77k | 80.72 |
| 2022-06-30 | $5.6M | 69k | 81.99 |
| 2022-03-31 | $2.1M | 24k | 86.38 |
| 2021-12-31 | $1.2M | 17k | 72.47 |
| 2021-09-30 | $834k | 12k | 70.03 |
| 2021-06-30 | $913k | 11k | 85.86 |
| 2021-03-31 | $865k | 11k | 81.53 |
| 2020-12-31 | $972k | 14k | 70.60 |
| 2020-09-30 | $701k | 14k | 51.87 |
More positions owned by Kestra Private Wealth Services
View all positions for Kestra Private Wealth Services