Phillips 66 shares owned by San Luis Wealth Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by San Luis Wealth Advisors
from 13F filings
Historical chart of San Luis Wealth Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by San Luis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 39k | 136.02 |
| 2025-06-30 | $5.1M | 43k | 119.30 |
| 2025-03-31 | $606k | 4.9k | 123.52 |
| 2024-09-30 | $677k | 5.2k | 131.38 |
| 2024-06-30 | $362k | 2.6k | 141.24 |
| 2023-06-30 | $429k | 4.5k | 95.42 |
| 2023-03-31 | $457k | 4.5k | 101.40 |
| 2022-03-31 | $575k | 7.9k | 72.45 |
| 2021-09-30 | $1.1M | 15k | 70.02 |
| 2020-12-31 | $358k | 5.1k | 69.91 |