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Phillips 66 shares owned by Wealth Alliance Advisory Group

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Wealth Alliance Advisory Group from 13F filings

Historical chart of Wealth Alliance Advisory Group investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by Wealth Alliance Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Wealth Alliance Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 9.1k 131.45
2024-06-30 $1.3M 9.1k 141.17
2024-03-31 $1.5M 9.3k 163.34
2023-12-31 $1.1M 8.3k 133.14
2023-09-30 $1.0M 8.5k 120.15
2023-06-30 $789k 8.3k 95.38
2023-03-31 $811k 8.0k 101.38
2022-12-31 $1.6M 16k 104.08
2022-09-30 $1.1M 14k 80.74
2022-06-30 $1.3M 16k 81.98
2022-03-31 $1.3M 15k 86.41
2021-12-31 $984k 14k 72.46
2021-09-30 $937k 13k 70.03
2021-06-30 $1.2M 13k 85.84
2021-03-31 $1.2M 15k 81.51
2020-12-31 $1.0M 15k 69.95
2020-09-30 $784k 15k 51.83
2020-06-30 $1.6M 22k 71.88
2020-03-31 $1.2M 22k 53.66
2019-12-31 $2.4M 22k 111.41
2019-09-30 $2.3M 22k 106.53
2019-06-30 $2.2M 22k 101.01
2019-03-31 $1.9M 22k 86.56
2018-12-31 $1.8M 20k 86.14
2018-09-30 $2.1M 18k 112.73
2018-06-30 $2.0M 18k 112.29
2018-03-31 $1.8M 18k 95.94
2017-12-31 $1.1M 11k 101.15