Phillips 66 shares owned by Portside Wealth Group
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Portside Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Phillips 66 by Portside Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $228k | 1.7k | 131.45 |
| 2024-03-31 | $275k | 1.7k | 163.34 |
| 2023-12-31 | $433k | 3.3k | 133.14 |
| 2023-09-30 | $458k | 3.8k | 119.96 |
| 2023-06-30 | $379k | 4.0k | 95.38 |