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Phillips 66 shares owned by Visionary Wealth Advisors

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Visionary Wealth Advisors from 13F filings

Historical chart of Visionary Wealth Advisors investment in Phillips 66

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All positions including Phillips 66 held by Visionary Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.9M 68k 131.45
2024-06-30 $8.6M 61k 141.17
2024-03-31 $9.7M 59k 163.34
2023-12-31 $9.3M 70k 133.14
2023-09-30 $8.4M 70k 120.15
2023-06-30 $7.0M 73k 95.38
2023-03-31 $7.5M 74k 101.38
2022-12-31 $7.9M 76k 104.09
2022-09-30 $5.9M 73k 80.71
2022-06-30 $5.7M 70k 81.98
2022-03-31 $5.5M 64k 86.39
2021-12-31 $4.1M 57k 72.45
2021-09-30 $3.8M 54k 70.03
2021-06-30 $2.6M 31k 85.83
2021-03-31 $2.5M 30k 81.55
2020-12-31 $2.2M 32k 69.93
2020-09-30 $1.5M 30k 51.84
2020-06-30 $1.9M 27k 71.94
2020-03-31 $1.3M 25k 53.64
2019-12-31 $612k 5.5k 111.35