Phillips 66 shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $642k | 4.7k | 136.02 |
| 2025-06-30 | $564k | 4.7k | 119.30 |
| 2025-03-31 | $642k | 5.2k | 123.48 |
| 2024-12-31 | $588k | 5.2k | 113.93 |
| 2024-09-30 | $759k | 5.8k | 131.45 |
| 2024-06-30 | $815k | 5.8k | 141.17 |
| 2024-03-31 | $947k | 5.8k | 163.34 |
| 2023-12-31 | $775k | 5.8k | 133.14 |
| 2023-09-30 | $702k | 5.8k | 120.15 |
| 2023-06-30 | $557k | 5.8k | 95.38 |
| 2023-03-31 | $596k | 5.9k | 101.38 |
| 2022-12-31 | $612k | 5.9k | 104.08 |
| 2022-09-30 | $469k | 5.8k | 80.71 |
| 2022-06-30 | $478k | 5.8k | 82.00 |
| 2022-03-31 | $502k | 5.8k | 86.46 |
| 2021-12-31 | $421k | 5.8k | 72.47 |
| 2021-09-30 | $367k | 5.2k | 70.12 |
| 2021-06-30 | $690k | 8.0k | 85.89 |
| 2021-03-31 | $645k | 7.9k | 81.46 |
| 2020-12-31 | $551k | 7.9k | 69.82 |
| 2020-09-30 | $412k | 8.0k | 51.80 |
| 2020-06-30 | $588k | 8.2k | 71.87 |
| 2020-03-31 | $350k | 6.5k | 53.46 |
| 2019-12-31 | $332k | 3.0k | 111.41 |
| 2019-09-30 | $271k | 2.7k | 102.19 |
| 2019-06-30 | $222k | 2.4k | 93.69 |
| 2019-03-31 | $201k | 2.1k | 95.31 |
| 2018-09-30 | $244k | 2.2k | 112.54 |
| 2018-06-30 | $244k | 2.2k | 112.16 |
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