Phillips 66 shares owned by Strait & Sound Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Strait & Sound Wealth Management
from 13F filings
Historical chart of Strait & Sound Wealth Management investment in Phillips 66
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All positions including Phillips 66 held by Strait & Sound Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phillips 66 by Strait & Sound Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $232k | 1.7k | 136.02 |
| 2025-06-30 | $203k | 1.7k | 119.30 |
| 2025-03-31 | $216k | 1.7k | 123.48 |
| 2024-12-31 | $233k | 2.0k | 113.93 |
| 2024-09-30 | $324k | 2.5k | 131.45 |
| 2024-03-31 | $763k | 4.6k | 165.41 |
| 2023-12-31 | $561k | 4.4k | 128.27 |
| 2023-09-30 | $525k | 4.4k | 120.15 |
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