Phillips 66 shares owned by Rsm Us Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Rsm Us Wealth Management
from 13F filings
Historical chart of Rsm Us Wealth Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Rsm Us Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.1M | 24k | 129.56 |
| 2025-09-30 | $3.2M | 24k | 136.02 |
| 2025-06-30 | $2.8M | 23k | 119.30 |
| 2025-03-31 | $2.9M | 24k | 123.48 |
| 2024-12-31 | $2.7M | 24k | 112.39 |
| 2024-09-30 | $2.3M | 18k | 132.99 |
| 2024-06-30 | $2.4M | 17k | 140.94 |
| 2024-03-31 | $798k | 4.9k | 163.13 |
| 2023-12-31 | $777k | 5.8k | 133.13 |
| 2023-09-30 | $623k | 5.2k | 120.15 |
| 2023-06-30 | $516k | 5.4k | 95.37 |
| 2023-03-31 | $554k | 5.5k | 101.37 |
| 2020-03-31 | $285k | 5.3k | 53.67 |
| 2019-12-31 | $583k | 5.2k | 111.47 |
| 2019-09-30 | $525k | 5.1k | 102.38 |
| 2019-06-30 | $485k | 5.2k | 93.59 |
| 2019-03-31 | $501k | 5.3k | 95.17 |
| 2018-12-31 | $458k | 5.3k | 86.06 |
| 2018-09-30 | $606k | 5.4k | 112.72 |
| 2018-06-30 | $612k | 5.5k | 112.29 |
| 2018-03-31 | $538k | 5.6k | 95.88 |
| 2017-12-31 | $562k | 5.6k | 101.22 |
| 2017-09-30 | $500k | 5.5k | 91.56 |
| 2017-06-30 | $505k | 6.1k | 82.71 |
| 2017-03-31 | $500k | 6.3k | 79.29 |
| 2016-12-31 | $473k | 5.5k | 86.46 |