Phillips 66 shares owned by Lantern Wealth Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Lantern Wealth Advisors
from 13F filings
Historical chart of Lantern Wealth Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Lantern Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $279k | 2.1k | 131.48 |
| 2024-06-30 | $297k | 2.1k | 141.14 |
| 2024-03-31 | $348k | 2.1k | 163.32 |
| 2023-12-31 | $280k | 2.1k | 133.13 |