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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Quarterly reported holdings in Phillips 66 by Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |