Phillips 66 shares owned by Wealth Alliance
Historical chart of Wealth Alliance investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $433k | 3.5k | 123.49 |
| 2024-12-31 | $348k | 3.1k | 113.92 |
| 2024-09-30 | $459k | 3.5k | 131.44 |
| 2024-06-30 | $487k | 3.4k | 141.19 |
| 2024-03-31 | $902k | 5.5k | 163.34 |
| 2023-12-31 | $693k | 5.2k | 133.14 |
| 2023-09-30 | $610k | 5.1k | 120.15 |
| 2023-06-30 | $700k | 7.3k | 95.38 |
| 2023-03-31 | $799k | 7.9k | 101.38 |
| 2022-12-31 | $815k | 7.8k | 104.08 |
| 2022-09-30 | $521k | 6.4k | 80.80 |
| 2022-06-30 | $489k | 6.0k | 81.98 |
| 2022-03-31 | $572k | 6.6k | 86.44 |
| 2021-12-31 | $466k | 6.4k | 72.51 |
| 2021-09-30 | $417k | 6.0k | 70.06 |
| 2021-06-30 | $554k | 6.5k | 85.82 |
| 2021-03-31 | $515k | 6.3k | 81.54 |
| 2020-12-31 | $452k | 6.5k | 69.89 |
| 2020-09-30 | $391k | 7.5k | 51.86 |
| 2020-06-30 | $594k | 8.3k | 71.90 |
| 2020-03-31 | $285k | 5.3k | 53.58 |