Phillips 66 shares owned by LMG Wealth Partners
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by LMG Wealth Partners
from 13F filings
Historical chart of LMG Wealth Partners investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by LMG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $205k | 1.5k | 136.02 |
| 2024-06-30 | $213k | 1.5k | 141.17 |
| 2024-03-31 | $247k | 1.5k | 163.34 |
| 2023-12-31 | $201k | 1.5k | 133.14 |