Phillips 66 shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $483k | 3.6k | 136.02 |
| 2025-06-30 | $521k | 4.4k | 119.31 |
| 2024-12-31 | $674k | 5.4k | 125.53 |
| 2024-09-30 | $965k | 7.3k | 131.45 |
| 2024-06-30 | $1.0M | 7.3k | 141.17 |
| 2024-03-31 | $834k | 5.1k | 163.33 |
| 2023-12-31 | $4.0M | 30k | 133.14 |
| 2023-09-30 | $2.7M | 23k | 120.15 |
| 2023-06-30 | $2.1M | 22k | 95.38 |
| 2023-03-31 | $2.1M | 20k | 101.38 |
| 2022-12-31 | $2.0M | 19k | 104.08 |
| 2022-09-30 | $1.4M | 17k | 80.72 |
| 2022-06-30 | $1.3M | 16k | 82.02 |
| 2022-03-31 | $1.3M | 15k | 86.38 |
| 2021-12-31 | $960k | 13k | 72.45 |
| 2021-09-30 | $878k | 13k | 70.01 |
| 2021-06-30 | $866k | 10k | 85.86 |
| 2021-03-31 | $845k | 10k | 81.49 |
| 2020-12-31 | $741k | 11k | 69.98 |
| 2020-09-30 | $566k | 11k | 51.86 |
| 2020-06-30 | $724k | 10k | 71.91 |
| 2019-09-30 | $7 | 74 | 0.09 |
| 2019-06-30 | $5.0k | 56 | 89.29 |
| 2019-03-31 | $5.0k | 56 | 89.29 |