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
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Quarterly reported holdings in Phillips 66 by Portside Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $277k | 2.0k | 136.02 |
| 2025-06-30 | $234k | 2.0k | 119.30 |
| 2025-03-31 | $236k | 1.9k | 123.48 |
| 2024-12-31 | $203k | 1.8k | 113.93 |
| 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 |