Phillips 66 shares owned by Mattern Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Mattern Wealth Management
from 13F filings
Historical chart of Mattern Wealth Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Mattern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 15k | 136.02 |
| 2025-06-30 | $1.9M | 16k | 119.30 |
| 2025-03-31 | $2.3M | 18k | 123.48 |
| 2024-12-31 | $2.3M | 20k | 113.93 |
| 2024-09-30 | $2.7M | 21k | 131.45 |
| 2024-06-30 | $4.9M | 35k | 141.17 |
| 2024-03-31 | $6.0M | 37k | 163.34 |
| 2023-12-31 | $4.9M | 37k | 133.14 |
| 2023-09-30 | $4.3M | 35k | 120.15 |
| 2023-06-30 | $3.3M | 35k | 95.38 |
| 2023-03-31 | $3.1M | 30k | 101.38 |
| 2022-12-31 | $3.2M | 31k | 104.08 |
| 2022-09-30 | $2.2M | 27k | 80.70 |
| 2022-06-30 | $2.2M | 26k | 82.00 |
| 2022-03-31 | $2.2M | 26k | 86.40 |
| 2021-12-31 | $1.4M | 19k | 72.43 |
| 2021-09-30 | $1.3M | 19k | 70.03 |
| 2021-06-30 | $1.4M | 19k | 74.50 |
| 2021-03-31 | $1.1M | 14k | 81.51 |
| 2020-12-31 | $1.2M | 17k | 69.93 |
| 2020-09-30 | $873k | 17k | 51.83 |
| 2020-06-30 | $1.2M | 17k | 71.91 |
| 2020-03-31 | $1.0M | 19k | 53.63 |
| 2019-12-31 | $2.1M | 18k | 111.41 |