Phillips 66 shares owned by Nicholson Wealth Management Group
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Nicholson Wealth Management Group
from 13F filings
Historical chart of Nicholson Wealth Management Group investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Nicholson Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 14k | 136.02 |
| 2025-06-30 | $1.6M | 13k | 119.30 |
| 2025-03-31 | $1.5M | 12k | 123.48 |
| 2024-12-31 | $1.4M | 12k | 113.93 |
| 2024-09-30 | $672k | 5.1k | 131.45 |
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