Phillips 66 shares owned by Moss Adams Wealth Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Moss Adams Wealth Advisors
from 13F filings
Historical chart of Moss Adams Wealth Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Moss Adams Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $222k | 1.6k | 136.02 |
| 2025-03-31 | $292k | 2.4k | 123.48 |
| 2024-12-31 | $222k | 1.9k | 113.93 |
| 2024-09-30 | $295k | 2.2k | 131.45 |
| 2024-06-30 | $282k | 2.0k | 141.17 |
| 2024-03-31 | $320k | 2.0k | 163.34 |
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