Phillips 66 shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma Wealth Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.3k | 54 | 136.02 |
| 2023-09-30 | $2.4k | 20 | 120.15 |
| 2022-12-31 | $20k | 250 | 80.00 |
| 2022-09-30 | $20k | 250 | 80.00 |
| 2022-06-30 | $20k | 250 | 80.00 |
| 2022-03-31 | $22k | 250 | 88.00 |
| 2021-12-31 | $18k | 250 | 72.00 |
| 2021-09-30 | $19k | 275 | 69.09 |
| 2021-03-31 | $25k | 312 | 80.13 |
| 2019-06-30 | $28k | 304 | 92.11 |
| 2019-03-31 | $29k | 304 | 95.39 |
| 2018-12-31 | $26k | 304 | 85.53 |
| 2018-09-30 | $34k | 304 | 111.84 |
| 2018-06-30 | $34k | 304 | 111.84 |
| 2018-03-31 | $29k | 304 | 95.39 |
| 2017-12-31 | $29k | 304 | 95.39 |
| 2017-09-30 | $51k | 554 | 92.06 |
| 2017-06-30 | $46k | 554 | 83.03 |
| 2017-03-31 | $44k | 554 | 79.42 |
| 2016-12-31 | $48k | 554 | 86.64 |