Phillips 66 shares owned by Vista Wealth Management Group
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Vista Wealth Management Group
from 13F filings
Historical chart of Vista Wealth Management Group investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Vista Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phillips 66 by Vista Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $251k | 2.0k | 123.48 |
| 2024-12-31 | $217k | 1.9k | 113.93 |
| 2024-09-30 | $241k | 1.8k | 131.45 |
| 2024-06-30 | $250k | 1.8k | 141.17 |
| 2024-03-31 | $264k | 1.6k | 163.34 |
| 2019-12-31 | $201k | 1.8k | 111.36 |
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