Phillips 66 shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $255k | 1.4k | 182.09 |
| 2024-06-30 | $214k | 1.5k | 141.25 |
| 2024-03-31 | $308k | 1.9k | 163.14 |
| 2023-12-31 | $254k | 1.9k | 132.98 |
| 2023-09-30 | $230k | 1.9k | 120.17 |
| 2023-03-31 | $202k | 2.0k | 101.36 |
| 2022-03-31 | $219k | 2.5k | 86.25 |
| 2021-09-30 | $211k | 3.0k | 70.01 |
| 2021-06-30 | $223k | 2.6k | 85.87 |
| 2021-03-31 | $169k | 2.5k | 67.25 |
| 2020-12-31 | $169k | 2.5k | 67.25 |
| 2020-09-30 | $135k | 2.6k | 51.68 |
| 2020-06-30 | $187k | 2.6k | 72.03 |
| 2020-03-31 | $134k | 2.5k | 53.79 |
| 2019-12-31 | $310k | 2.8k | 111.51 |
| 2019-09-30 | $287k | 2.8k | 102.57 |
| 2019-06-30 | $214k | 2.3k | 93.57 |
| 2019-03-31 | $227k | 2.4k | 95.02 |
| 2018-12-31 | $63k | 736 | 85.60 |