Phillips 66 shares owned by Sendero Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Sendero Wealth Management
from 13F filings
Historical chart of Sendero Wealth Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Sendero Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 28k | 136.02 |
| 2025-06-30 | $3.2M | 27k | 119.30 |
| 2025-03-31 | $9.0M | 73k | 123.48 |
| 2024-12-31 | $2.6M | 23k | 113.93 |
| 2024-09-30 | $5.3M | 41k | 131.45 |
| 2024-06-30 | $4.6M | 32k | 141.17 |
| 2024-03-31 | $4.9M | 30k | 163.34 |
| 2023-12-31 | $3.2M | 24k | 133.14 |
| 2023-09-30 | $505k | 4.2k | 120.15 |
| 2023-06-30 | $451k | 4.7k | 95.37 |