Phillips 66 shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $253k | 1.9k | 136.06 |
| 2024-09-30 | $202k | 1.5k | 131.49 |
| 2024-06-30 | $227k | 1.6k | 141.21 |
| 2024-03-31 | $232k | 1.4k | 163.40 |
| 2023-03-31 | $327k | 3.2k | 101.38 |
| 2022-12-31 | $315k | 3.0k | 104.08 |
| 2022-09-30 | $290k | 3.1k | 92.92 |
| 2022-06-30 | $243k | 3.0k | 81.93 |
| 2013-03-31 | $53k | 759 | 69.83 |
| 2012-12-31 | $40k | 759 | 52.70 |
| 2012-09-30 | $73k | 1.6k | 46.11 |