Phillips 66 shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb Wealth Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $549k | 7.8k | 69.97 |
| 2020-09-30 | $489k | 9.4k | 51.85 |
| 2020-06-30 | $710k | 9.9k | 71.86 |
| 2020-03-31 | $590k | 11k | 53.68 |
| 2019-12-31 | $4.9M | 44k | 111.40 |
| 2019-09-30 | $4.5M | 44k | 102.41 |
| 2019-06-30 | $4.2M | 45k | 93.54 |
| 2019-03-31 | $5.6M | 59k | 95.18 |
| 2018-12-31 | $4.7M | 55k | 86.15 |
| 2018-09-30 | $6.1M | 54k | 112.72 |
| 2018-06-30 | $6.0M | 53k | 112.31 |
| 2018-03-31 | $5.1M | 56k | 91.62 |
| 2017-12-31 | $5.6M | 55k | 101.16 |
| 2017-09-30 | $5.1M | 56k | 91.62 |
| 2017-06-30 | $4.5M | 55k | 82.69 |
| 2017-03-31 | $4.0M | 51k | 79.23 |
| 2016-12-31 | $4.1M | 48k | 86.40 |
| 2016-09-30 | $3.1M | 38k | 80.56 |
| 2016-06-30 | $208k | 2.6k | 79.24 |
| 2016-03-31 | $252k | 2.9k | 86.54 |
| 2015-12-31 | $248k | 3.0k | 81.66 |
| 2015-09-30 | $241k | 3.1k | 76.92 |
| 2015-06-30 | $257k | 3.2k | 80.72 |
| 2015-03-31 | $252k | 3.2k | 78.53 |
| 2014-12-31 | $305k | 4.3k | 71.70 |
| 2014-09-30 | $286k | 3.5k | 81.44 |
| 2014-06-30 | $266k | 3.3k | 80.31 |
| 2014-03-31 | $250k | 3.2k | 76.99 |
| 2013-12-31 | $240k | 3.1k | 77.05 |
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