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Phillips 66 shares owned by Private Wealth Partners

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Private Wealth Partners from 13F filings

Historical chart of Private Wealth Partners investment in Phillips 66

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All positions including Phillips 66 held by Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $263k 2.0k 131.45
2024-03-31 $327k 2.0k 163.34
2023-12-31 $266k 2.0k 133.14
2023-09-30 $240k 2.0k 120.15
2023-03-31 $203k 2.0k 101.38
2017-12-31 $405k 4.0k 101.25
2017-09-30 $366k 4.0k 91.50
2017-06-30 $459k 5.6k 82.66
2017-03-31 $440k 5.6k 79.24
2016-12-31 $480k 5.6k 86.44
2016-09-30 $471k 5.9k 80.47
2016-06-30 $476k 6.0k 79.29
2016-03-31 $567k 6.6k 86.53
2015-12-31 $651k 8.0k 81.86
2015-09-30 $615k 8.0k 76.85
2015-06-30 $592k 7.3k 80.62
2015-03-31 $498k 6.9k 71.73
2014-12-31 $498k 6.9k 71.73
2014-09-30 $565k 6.9k 81.38
2014-06-30 $558k 6.9k 80.37
2014-03-31 $535k 6.9k 77.06
2013-12-31 $532k 6.9k 77.18
2013-09-30 $399k 6.9k 57.88
2013-06-30 $406k 6.9k 58.90
2013-03-31 $496k 7.1k 69.93
2012-12-31 $393k 7.4k 53.16
2012-09-30 $374k 8.1k 46.43
2012-06-30 $594k 12k 49.36