Phillips 66 shares owned by Wealthtrust Axiom
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Wealthtrust Axiom
from 13F filings
Historical chart of Wealthtrust Axiom investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Wealthtrust Axiom
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $931k | 6.8k | 136.01 |
| 2025-06-30 | $862k | 7.2k | 119.30 |
| 2025-03-31 | $894k | 7.2k | 123.48 |
| 2024-12-31 | $816k | 7.2k | 113.93 |
| 2024-09-30 | $914k | 7.0k | 131.44 |
| 2024-06-30 | $1.0M | 7.1k | 141.18 |
| 2024-03-31 | $1.2M | 7.4k | 163.34 |
| 2023-12-31 | $991k | 7.4k | 133.15 |
| 2023-09-30 | $918k | 7.6k | 120.17 |
| 2023-06-30 | $728k | 7.6k | 95.38 |
| 2023-03-31 | $774k | 7.6k | 101.39 |
| 2022-12-31 | $794k | 7.6k | 104.09 |
| 2022-09-30 | $629k | 7.8k | 80.72 |
| 2022-06-30 | $638k | 7.8k | 81.97 |
| 2022-03-31 | $671k | 7.8k | 86.31 |
| 2021-12-31 | $566k | 7.8k | 72.45 |
| 2021-09-30 | $555k | 7.9k | 69.92 |
| 2021-06-30 | $691k | 8.1k | 85.74 |
| 2021-03-31 | $707k | 8.7k | 81.52 |
| 2020-12-31 | $641k | 9.2k | 69.93 |
| 2020-09-30 | $462k | 8.9k | 51.82 |
| 2020-06-30 | $631k | 8.8k | 71.79 |
| 2020-03-31 | $491k | 9.2k | 53.55 |
| 2019-12-31 | $300k | 2.7k | 111.32 |
| 2019-09-30 | $275k | 2.7k | 102.15 |
| 2019-06-30 | $274k | 2.9k | 93.23 |
| 2019-03-31 | $289k | 3.0k | 94.91 |
| 2018-12-31 | $263k | 3.1k | 86.00 |
| 2018-09-30 | $344k | 3.1k | 112.60 |
| 2018-06-30 | $342k | 3.1k | 112.06 |
| 2018-03-31 | $292k | 3.1k | 95.74 |
| 2017-12-31 | $314k | 3.1k | 101.13 |
| 2017-09-30 | $288k | 3.2k | 91.37 |
| 2017-06-30 | $293k | 3.5k | 82.58 |
| 2017-03-31 | $288k | 3.6k | 79.03 |
| 2016-12-31 | $314k | 3.6k | 86.26 |
| 2016-09-30 | $294k | 3.7k | 80.39 |
| 2016-06-30 | $289k | 3.7k | 79.09 |
| 2016-03-31 | $314k | 3.6k | 86.53 |
| 2015-12-31 | $382k | 4.7k | 81.69 |
| 2015-09-30 | $359k | 4.7k | 76.68 |
| 2015-06-30 | $376k | 4.7k | 80.38 |
| 2015-03-31 | $369k | 4.7k | 78.46 |
| 2014-12-31 | $325k | 4.5k | 71.65 |
| 2014-09-30 | $336k | 4.1k | 81.26 |
| 2014-06-30 | $332k | 4.1k | 80.33 |
| 2014-03-31 | $318k | 4.1k | 76.98 |
| 2013-12-31 | $318k | 4.1k | 77.00 |
| 2013-09-30 | $250k | 4.3k | 57.76 |
| 2013-06-30 | $277k | 4.7k | 58.87 |
| 2012-06-30 | $282k | 8.3k | 33.98 |