Phillips 66 shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $698k | 5.3k | 131.44 |
| 2024-06-30 | $733k | 5.2k | 141.16 |
| 2024-03-31 | $899k | 5.5k | 163.34 |
| 2023-12-31 | $688k | 5.2k | 133.14 |
| 2023-09-30 | $540k | 4.5k | 120.14 |
| 2023-06-30 | $457k | 4.8k | 95.38 |
| 2023-03-31 | $335k | 3.3k | 101.38 |
| 2022-12-31 | $323k | 3.1k | 104.09 |
| 2022-09-30 | $234k | 2.9k | 80.75 |
| 2022-06-30 | $231k | 2.8k | 82.03 |
| 2022-03-31 | $243k | 2.8k | 86.35 |
| 2021-12-31 | $204k | 2.8k | 72.55 |
| 2021-09-30 | $239k | 3.4k | 70.09 |
| 2021-06-30 | $262k | 3.1k | 85.70 |