Phillips 66 shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $366k | 2.7k | 136.02 |
| 2025-06-30 | $363k | 3.0k | 119.30 |
| 2025-03-31 | $307k | 2.5k | 123.48 |
| 2024-12-31 | $306k | 2.7k | 113.93 |
| 2024-09-30 | $368k | 2.8k | 131.45 |
| 2024-06-30 | $314k | 2.2k | 141.17 |
| 2024-03-31 | $429k | 2.6k | 163.34 |
| 2023-12-31 | $368k | 2.8k | 133.14 |
| 2023-09-30 | $349k | 2.9k | 120.15 |
| 2023-06-30 | $222k | 2.3k | 95.38 |
| 2023-03-31 | $227k | 2.2k | 101.38 |
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