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Phillips 66 shares owned by Robertson Stephens Wealth Management

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Robertson Stephens Wealth Management from 13F filings

Historical chart of Robertson Stephens Wealth Management investment in Phillips 66

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All positions including Phillips 66 held by Robertson Stephens Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $504k 3.8k 133.15
2023-09-30 $435k 3.6k 120.14
2023-06-30 $359k 3.8k 95.38
2023-03-31 $370k 3.6k 101.39
2022-12-31 $341k 3.3k 104.10
2022-09-30 $267k 3.3k 80.47
2022-06-30 $272k 3.3k 81.98
2022-03-31 $268k 3.1k 86.23
2021-06-30 $271k 3.2k 85.76