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Phillips 66 shares owned by RMR Wealth Builders

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

Historical chart of RMR Wealth Builders investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by RMR Wealth Builders

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 15k 136.02
2025-06-30 $2.6M 22k 119.30
2021-03-31 $134k 1.6k 81.31
2020-12-31 $97k 1.4k 69.78
2020-06-30 $100k 1.4k 71.94
2019-12-31 $185k 1.7k 111.11