Phillips 66 shares owned by Planned Solutions
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Planned Solutions
from 13F filings
Historical chart of Planned Solutions investment in Phillips 66
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All positions including Phillips 66 held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $129k | 980 | 131.45 |
2023-12-31 | $131k | 980 | 133.14 |
2020-12-31 | $35k | 500 | 70.00 |
2020-09-30 | $26k | 500 | 52.00 |