Phillips 66 shares owned by Private Wealth Management Group
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Private Wealth Management Group
from 13F filings
Historical chart of Private Wealth Management Group investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Private Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $57k | 313 | 182.18 |
| 2025-12-31 | $21k | 163 | 129.04 |
| 2025-09-30 | $22k | 163 | 136.02 |
| 2025-06-30 | $19k | 163 | 119.30 |
| 2025-03-31 | $40k | 321 | 123.48 |
| 2024-12-31 | $37k | 321 | 113.93 |
| 2024-09-30 | $48k | 361 | 131.45 |
| 2024-03-31 | $50k | 305 | 163.34 |
| 2023-12-31 | $41k | 305 | 133.14 |
More positions owned by Private Wealth Management Group
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