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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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All positions including Phillips 66 held by Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
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