Phillips 66 shares owned by Prestige Wealth Management Group
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Prestige Wealth Management Group
from 13F filings
Historical chart of Prestige Wealth Management Group investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Prestige Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $73k | 558 | 131.45 |
| 2024-06-30 | $79k | 561 | 141.17 |
| 2024-03-31 | $94k | 576 | 163.34 |
| 2023-12-31 | $82k | 614 | 133.14 |
| 2023-09-30 | $77k | 643 | 120.15 |
| 2023-06-30 | $61k | 643 | 95.38 |
| 2023-03-31 | $56k | 556 | 101.38 |
| 2022-12-31 | $59k | 564 | 104.08 |
| 2022-09-30 | $23k | 271 | 84.51 |
| 2022-06-30 | $20k | 250 | 80.00 |
| 2022-03-31 | $20k | 250 | 80.00 |
| 2021-12-31 | $293k | 3.6k | 81.63 |
| 2021-09-30 | $258k | 4.2k | 61.22 |
| 2021-06-30 | $278k | 3.4k | 81.63 |
| 2021-03-31 | $273k | 3.3k | 81.63 |
| 2020-12-31 | $29k | 474 | 61.22 |
| 2020-09-30 | $29k | 559 | 51.88 |
| 2020-06-30 | $40k | 559 | 71.56 |
| 2020-03-31 | $30k | 559 | 53.67 |
| 2019-12-31 | $22k | 200 | 110.00 |
| 2019-09-30 | $20k | 200 | 100.00 |
| 2019-06-30 | $19k | 200 | 95.00 |
| 2019-03-31 | $19k | 200 | 95.00 |
| 2018-12-31 | $34k | 393 | 86.51 |
More positions owned by Prestige Wealth Management Group
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