Phillips 66 shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $685k | 5.0k | 136.01 |
| 2025-06-30 | $590k | 4.9k | 119.30 |
| 2025-03-31 | $501k | 4.1k | 123.47 |
| 2024-12-31 | $454k | 4.0k | 113.92 |
| 2024-09-30 | $622k | 4.7k | 131.44 |
| 2024-06-30 | $1.4M | 9.9k | 141.17 |
| 2024-03-31 | $1.8M | 11k | 163.34 |
| 2023-12-31 | $725k | 5.4k | 133.14 |
| 2023-09-30 | $652k | 5.4k | 120.15 |
| 2023-06-30 | $454k | 4.8k | 95.38 |
| 2023-03-31 | $530k | 5.2k | 101.38 |
| 2022-12-31 | $296k | 2.8k | 104.08 |
| 2020-06-30 | $2.7M | 37k | 71.91 |
| 2020-03-31 | $414k | 7.7k | 53.61 |
| 2019-12-31 | $1.3M | 11k | 111.39 |
| 2019-09-30 | $1.1M | 11k | 102.38 |
| 2019-06-30 | $358k | 3.8k | 93.50 |
| 2019-03-31 | $388k | 4.0k | 96.00 |
| 2018-12-31 | $375k | 4.3k | 86.81 |