Phillips 66 shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.2M | 6.6k | 182.18 |
| 2025-12-31 | $779k | 6.0k | 129.05 |
| 2025-09-30 | $672k | 4.9k | 136.03 |
| 2025-06-30 | $311k | 2.6k | 119.29 |
| 2025-03-31 | $446k | 3.6k | 123.47 |
| 2024-12-31 | $459k | 4.0k | 113.94 |
| 2024-09-30 | $572k | 4.4k | 131.48 |
| 2024-06-30 | $762k | 5.4k | 141.18 |
| 2024-03-31 | $759k | 4.6k | 163.34 |
| 2023-12-31 | $616k | 4.6k | 133.14 |
| 2023-09-30 | $493k | 4.1k | 120.16 |
| 2023-06-30 | $530k | 5.6k | 95.38 |
| 2023-03-31 | $668k | 6.6k | 101.38 |
| 2022-12-31 | $672k | 6.5k | 104.08 |
| 2022-09-30 | $544k | 6.7k | 80.72 |
| 2022-06-30 | $556k | 6.8k | 81.97 |
| 2022-03-31 | $656k | 7.6k | 86.43 |
| 2021-12-31 | $410k | 5.7k | 72.43 |
| 2021-09-30 | $338k | 4.1k | 82.16 |
| 2021-06-30 | $348k | 4.0k | 86.31 |
| 2021-03-31 | $217k | 2.7k | 81.73 |
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