Phillips 66 shares owned by Northcape Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Northcape Wealth Management
from 13F filings
Historical chart of Northcape Wealth Management investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Northcape 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 Northcape Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $376k | 2.8k | 136.02 |
| 2025-06-30 | $333k | 2.8k | 119.30 |
| 2025-03-31 | $304k | 2.5k | 123.48 |
| 2024-12-31 | $280k | 2.5k | 113.93 |
| 2024-09-30 | $354k | 2.7k | 131.45 |
| 2024-06-30 | $358k | 2.5k | 141.17 |
| 2024-03-31 | $345k | 2.1k | 163.34 |
| 2023-12-31 | $374k | 2.8k | 133.14 |
| 2023-09-30 | $347k | 2.9k | 120.15 |
| 2023-06-30 | $309k | 3.2k | 95.38 |
| 2023-03-31 | $322k | 3.2k | 101.38 |
| 2022-09-30 | $212k | 2.6k | 80.73 |
More positions owned by Northcape Wealth Management
View all positions for Northcape Wealth Management