Phillips 66 shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $221k | 1.6k | 136.05 |
| 2024-09-30 | $269k | 2.0k | 131.42 |
| 2024-06-30 | $332k | 2.3k | 141.17 |
| 2024-03-31 | $259k | 1.6k | 163.33 |
| 2023-12-31 | $244k | 1.8k | 133.26 |
| 2023-09-30 | $226k | 1.9k | 120.40 |
| 2023-06-30 | $178k | 1.9k | 95.19 |
| 2023-03-31 | $183k | 1.8k | 101.61 |
| 2022-12-31 | $178k | 1.7k | 103.91 |
| 2022-09-30 | $154k | 1.9k | 80.97 |
| 2022-06-30 | $96k | 1.2k | 81.63 |
| 2022-03-31 | $7.0k | 77 | 90.91 |
| 2021-12-31 | $6.0k | 77 | 77.92 |
| 2021-09-30 | $5.0k | 77 | 64.94 |
| 2021-06-30 | $5.0k | 60 | 83.33 |
| 2020-12-31 | $4.0k | 60 | 66.67 |
More positions owned by Tradition Wealth Management
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