Phillips 66 shares owned by Wealthsource Partners
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $463k | 3.5k | 133.14 |
| 2023-09-30 | $418k | 3.5k | 120.16 |
| 2023-06-30 | $330k | 3.5k | 95.38 |
| 2023-03-31 | $349k | 3.4k | 101.38 |
| 2022-12-31 | $377k | 3.6k | 104.07 |
| 2022-09-30 | $502k | 6.2k | 80.77 |
| 2022-06-30 | $741k | 9.0k | 81.99 |
| 2022-03-31 | $798k | 9.2k | 86.36 |
| 2021-12-31 | $618k | 8.5k | 72.51 |
| 2021-09-30 | $600k | 8.6k | 70.05 |
| 2021-06-30 | $743k | 8.7k | 85.84 |
| 2021-03-31 | $325k | 4.0k | 81.60 |
| 2020-12-31 | $325k | 4.6k | 69.95 |
| 2020-09-30 | $236k | 4.6k | 51.73 |
| 2020-06-30 | $356k | 5.0k | 71.82 |
| 2020-03-31 | $267k | 5.0k | 53.67 |
| 2019-12-31 | $286k | 2.6k | 111.41 |
| 2019-09-30 | $263k | 2.6k | 102.45 |
| 2019-06-30 | $247k | 2.6k | 93.56 |
| 2019-03-31 | $202k | 2.1k | 95.01 |
| 2018-12-31 | $212k | 2.5k | 86.21 |
| 2018-09-30 | $300k | 2.7k | 112.70 |
| 2018-06-30 | $284k | 2.5k | 112.21 |
| 2018-03-31 | $210k | 2.2k | 96.07 |
| 2016-06-30 | $227k | 2.9k | 79.48 |