Lake Point Wealth Management »

Phillips 66 shares owned by Lake Point Wealth Management

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Lake Point Wealth Management from 13F filings

Historical chart of Lake Point Wealth Management investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by Lake Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Phillips 66 by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $3.0k 35 85.71
2022-03-31 $15k 172 87.21
2021-12-31 $12k 172 69.77
2021-09-30 $13k 181 71.82
2021-06-30 $16k 181 88.40
2020-03-31 $11k 206 53.40
2019-12-31 $23k 206 111.65
2019-06-30 $16k 171 93.57
2019-03-31 $16k 171 93.57
2018-12-31 $15k 171 87.72