Phillips 66 shares owned by Legacy Capital Wealth Partners
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Legacy Capital Wealth Partners
from 13F filings
Historical chart of Legacy Capital Wealth Partners investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Legacy Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phillips 66 by Legacy Capital Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $354k | 2.6k | 136.03 |
| 2025-06-30 | $410k | 3.4k | 119.30 |
| 2025-03-31 | $395k | 3.2k | 123.50 |
| 2024-12-31 | $347k | 3.0k | 113.94 |
| 2024-09-30 | $399k | 3.0k | 131.44 |
| 2024-06-30 | $432k | 3.1k | 141.18 |
| 2023-09-30 | $228k | 1.9k | 120.16 |
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