Phillips 66 shares owned by True Wealth Design
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by True Wealth Design
from 13F filings
Historical chart of True Wealth Design investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by True Wealth Design
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $177k | 1.4k | 129.04 |
| 2025-09-30 | $160k | 1.2k | 135.98 |
| 2025-06-30 | $73k | 616 | 119.23 |
| 2025-03-31 | $100k | 809 | 123.42 |
| 2024-12-31 | $2.7k | 24 | 112.21 |
| 2024-09-30 | $2.5k | 19 | 131.47 |
| 2024-06-30 | $2.7k | 19 | 141.21 |
| 2024-03-31 | $2.9k | 18 | 163.39 |
| 2023-12-31 | $1.2k | 9 | 133.22 |
| 2023-09-30 | $841 | 7 | 120.29 |
| 2023-06-30 | $668 | 7 | 95.43 |
| 2023-03-31 | $710 | 7 | 101.43 |
| 2022-12-31 | $729 | 7 | 104.14 |