Phillips 66 shares owned by Pinnacle Wealth Management Advisory
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Pinnacle Wealth Management Advisory
from 13F filings
Historical chart of Pinnacle Wealth Management Advisory investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Pinnacle Wealth Management Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $586k | 4.5k | 131.45 |
| 2024-06-30 | $616k | 4.4k | 141.17 |
| 2024-03-31 | $700k | 4.3k | 163.34 |
| 2023-12-31 | $557k | 4.2k | 133.14 |
| 2023-09-30 | $492k | 4.1k | 120.15 |
| 2023-06-30 | $372k | 3.9k | 95.38 |
| 2023-03-31 | $384k | 3.8k | 101.38 |
| 2022-12-31 | $411k | 4.0k | 104.08 |
| 2022-09-30 | $266k | 3.3k | 80.80 |
| 2022-06-30 | $265k | 3.2k | 82.02 |
| 2022-03-31 | $215k | 2.5k | 86.24 |
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