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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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Quarterly reported holdings in Phillips 66 by Planned Solutions

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