Phillips 66 shares owned by Segment Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Segment Wealth Management
from 13F filings
Historical chart of Segment Wealth Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Segment Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 14k | 136.02 |
| 2025-06-30 | $1.7M | 14k | 119.30 |
| 2025-03-31 | $1.7M | 14k | 123.48 |
| 2024-12-31 | $1.2M | 11k | 113.92 |
| 2024-09-30 | $1.3M | 10k | 131.44 |
| 2024-06-30 | $1.4M | 10k | 141.16 |
| 2024-03-31 | $1.6M | 10k | 163.33 |
| 2023-12-31 | $1.2M | 9.4k | 133.13 |
| 2023-09-30 | $542k | 4.5k | 120.14 |
| 2023-06-30 | $369k | 3.9k | 95.37 |
| 2023-03-31 | $395k | 3.9k | 101.37 |
| 2022-12-31 | $456k | 4.4k | 104.07 |
| 2022-09-30 | $330k | 4.1k | 80.63 |
| 2022-06-30 | $336k | 4.1k | 82.09 |
| 2022-03-31 | $355k | 4.1k | 86.42 |
| 2021-12-31 | $297k | 4.1k | 72.56 |
| 2021-09-30 | $287k | 4.1k | 70.12 |
| 2021-06-30 | $393k | 4.6k | 85.73 |
| 2021-03-31 | $374k | 4.6k | 81.59 |
| 2020-12-31 | $307k | 4.4k | 69.87 |
| 2020-09-30 | $261k | 5.0k | 51.82 |
| 2020-06-30 | $443k | 6.2k | 71.85 |
| 2020-03-31 | $257k | 4.8k | 53.70 |
| 2019-12-31 | $3.2M | 28k | 112.24 |
| 2019-09-30 | $2.7M | 27k | 102.39 |
| 2019-06-30 | $2.3M | 25k | 93.52 |
| 2019-03-31 | $575k | 6.0k | 95.12 |
| 2018-12-31 | $521k | 6.0k | 86.19 |
| 2018-09-30 | $681k | 6.0k | 112.66 |
| 2018-06-30 | $707k | 6.3k | 112.33 |
| 2018-03-31 | $376k | 3.9k | 95.85 |
| 2017-12-31 | $367k | 3.7k | 100.00 |
| 2017-09-30 | $301k | 3.3k | 90.91 |
| 2017-06-30 | $288k | 3.5k | 82.76 |
| 2017-03-31 | $291k | 3.7k | 79.14 |
| 2016-12-31 | $321k | 3.7k | 86.31 |
| 2016-09-30 | $299k | 3.7k | 80.46 |
| 2016-06-30 | $416k | 5.0k | 83.33 |
| 2016-03-31 | $537k | 6.4k | 83.33 |
| 2015-12-31 | $3.3M | 40k | 83.33 |
| 2015-09-30 | $2.7M | 39k | 68.18 |
| 2015-06-30 | $3.3M | 38k | 89.29 |
| 2015-03-31 | $2.9M | 37k | 78.59 |
| 2014-12-31 | $1.7M | 24k | 71.71 |
| 2014-09-30 | $1.7M | 23k | 75.00 |
| 2014-06-30 | $1.8M | 21k | 88.24 |
| 2014-03-31 | $1.7M | 19k | 88.24 |
| 2013-12-31 | $1.3M | 17k | 77.13 |
| 2013-09-30 | $920k | 16k | 57.87 |
| 2013-06-30 | $936k | 18k | 51.72 |
| 2013-03-31 | $1.2M | 17k | 69.93 |
| 2012-12-31 | $770k | 15k | 50.72 |