Phillips 66 shares owned by Trajan Wealth
Historical chart of Trajan Wealth investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Trajan Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 42k | 136.02 |
| 2025-06-30 | $5.0M | 42k | 119.30 |
| 2025-03-31 | $5.0M | 41k | 123.48 |
| 2024-12-31 | $4.5M | 39k | 113.93 |
| 2024-09-30 | $4.6M | 35k | 131.45 |
| 2024-06-30 | $4.4M | 31k | 141.17 |