Phillips 66 shares owned by Mission Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Phillips 66 by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-09-30 | $2.7M | 10k | 255.31 |
| 2026-06-30 | $2.6M | 15k | 169.06 |
| 2026-03-31 | $1.2M | 6.5k | 182.18 |
| 2025-12-31 | $915k | 7.1k | 129.03 |
| 2025-09-30 | $823k | 6.1k | 136.01 |
| 2025-06-30 | $719k | 6.0k | 119.31 |
| 2025-03-31 | $785k | 6.4k | 123.47 |
| 2024-12-31 | $639k | 5.6k | 113.93 |
| 2024-09-30 | $771k | 5.9k | 131.45 |
| 2024-06-30 | $719k | 5.1k | 141.18 |
| 2024-03-31 | $828k | 5.1k | 163.34 |
| 2023-12-31 | $650k | 4.9k | 133.13 |
| 2023-09-30 | $685k | 5.7k | 120.15 |
| 2023-06-30 | $539k | 5.7k | 95.38 |
| 2023-03-31 | $556k | 5.5k | 101.39 |
| 2022-12-31 | $558k | 5.4k | 104.08 |
| 2022-09-30 | $559k | 6.9k | 80.68 |
| 2022-06-30 | $504k | 6.1k | 82.07 |
| 2022-03-31 | $470k | 5.4k | 86.52 |
| 2021-12-31 | $413k | 5.7k | 72.52 |
| 2021-09-30 | $387k | 5.5k | 70.01 |
| 2021-06-30 | $443k | 5.2k | 85.79 |
| 2021-03-31 | $349k | 4.3k | 81.56 |
| 2020-12-31 | $325k | 4.6k | 70.01 |
| 2020-09-30 | $248k | 4.8k | 51.90 |
| 2020-06-30 | $329k | 4.6k | 71.98 |
| 2020-03-31 | $246k | 4.6k | 53.68 |
| 2019-12-31 | $567k | 5.1k | 111.35 |
| 2019-09-30 | $371k | 3.6k | 102.43 |
| 2019-06-30 | $338k | 3.6k | 93.47 |
| 2019-03-31 | $377k | 4.0k | 95.20 |
| 2018-12-31 | $345k | 4.0k | 86.08 |
| 2018-09-30 | $436k | 3.9k | 112.66 |
| 2018-06-30 | $437k | 3.9k | 112.43 |
| 2018-03-31 | $285k | 3.0k | 95.83 |
| 2017-12-31 | $294k | 2.9k | 101.14 |
| 2017-03-31 | $222k | 2.8k | 79.26 |
| 2016-12-31 | $231k | 2.7k | 86.32 |
| 2016-03-31 | $240k | 2.8k | 86.46 |