Phillips 66 shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 26k | 136.02 |
| 2025-06-30 | $3.1M | 26k | 119.30 |
| 2024-12-31 | $3.0M | 26k | 113.93 |
| 2024-09-30 | $3.4M | 26k | 131.45 |
| 2024-06-30 | $3.7M | 26k | 141.17 |
| 2024-03-31 | $4.3M | 26k | 163.34 |
| 2023-12-31 | $3.5M | 26k | 133.14 |
| 2023-09-30 | $3.2M | 26k | 120.15 |
| 2023-06-30 | $2.5M | 26k | 95.38 |
| 2023-03-31 | $2.7M | 26k | 101.38 |
| 2022-12-31 | $2.7M | 26k | 104.08 |
| 2022-09-30 | $2.1M | 27k | 80.71 |
| 2022-06-30 | $2.2M | 27k | 82.00 |
| 2022-03-31 | $2.3M | 26k | 86.39 |
| 2021-12-31 | $1.9M | 26k | 72.45 |
| 2021-09-30 | $1.8M | 26k | 70.02 |
| 2021-06-30 | $2.3M | 26k | 85.82 |
| 2021-03-31 | $2.2M | 27k | 81.55 |
| 2020-12-31 | $1.9M | 27k | 69.95 |
| 2020-09-30 | $1.3M | 25k | 51.85 |
| 2020-06-30 | $1.8M | 25k | 71.89 |
| 2020-03-31 | $1.3M | 24k | 53.64 |
| 2019-12-31 | $2.9M | 26k | 111.42 |
| 2019-09-30 | $2.7M | 26k | 102.39 |
| 2019-06-30 | $252k | 2.7k | 93.58 |