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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Quarterly reported holdings in Phillips 66 by Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |