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Phillips 66 shares owned by Wealth Alliance

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

Historical chart of Wealth Alliance investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Wealth Alliance

Quarter filed Position value Share count Share price at filing
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 $518k 6.3k 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