Phillips 66 shares owned by Morton Brown Family Wealth
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Morton Brown Family Wealth
from 13F filings
Historical chart of Morton Brown Family Wealth investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Morton Brown Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28k | 207 | 136.02 |
| 2025-06-30 | $25k | 207 | 119.30 |
| 2025-03-31 | $26k | 207 | 123.48 |
| 2024-12-31 | $24k | 207 | 113.93 |
| 2024-09-30 | $27k | 207 | 131.45 |
| 2024-06-30 | $29k | 209 | 137.70 |
| 2024-03-31 | $35k | 216 | 163.34 |
| 2023-12-31 | $29k | 218 | 133.14 |
| 2023-09-30 | $26k | 219 | 120.15 |
| 2023-06-30 | $21k | 219 | 95.38 |
| 2023-03-31 | $22k | 219 | 101.38 |
| 2022-12-31 | $23k | 219 | 104.08 |
| 2022-09-30 | $18k | 219 | 82.19 |
| 2022-06-30 | $20k | 238 | 84.03 |
| 2022-03-31 | $21k | 238 | 88.24 |
| 2021-12-31 | $17k | 238 | 71.43 |
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