Phillips 66 shares owned by WealthTrust DunckerStreett
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by WealthTrust DunckerStreett
from 13F filings
Historical chart of WealthTrust DunckerStreett investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by WealthTrust DunckerStreett
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $107k | 656 | 163.34 |
| 2023-12-31 | $87k | 656 | 133.14 |
| 2023-09-30 | $82k | 684 | 120.15 |
| 2023-06-30 | $65k | 684 | 95.38 |
| 2023-03-31 | $61k | 600 | 101.38 |
| 2022-12-31 | $64k | 613 | 104.08 |
| 2022-09-30 | $49k | 613 | 79.93 |
| 2022-06-30 | $52k | 640 | 81.25 |
| 2022-03-31 | $55k | 640 | 85.94 |
| 2021-12-31 | $92k | 1.3k | 72.16 |
| 2021-09-30 | $89k | 1.3k | 69.80 |
| 2021-06-30 | $113k | 1.3k | 85.93 |
| 2021-03-31 | $156k | 1.9k | 81.46 |
| 2020-12-31 | $131k | 1.9k | 69.87 |
| 2020-09-30 | $97k | 1.9k | 51.73 |
| 2020-06-30 | $142k | 2.0k | 71.90 |
| 2020-03-31 | $117k | 2.2k | 53.79 |
| 2019-12-31 | $291k | 2.6k | 111.37 |
| 2019-09-30 | $268k | 2.6k | 102.56 |
| 2019-06-30 | $244k | 2.6k | 93.38 |
| 2019-03-31 | $249k | 2.6k | 95.29 |
| 2018-12-31 | $225k | 2.6k | 86.11 |
| 2018-09-30 | $295k | 2.6k | 112.90 |
| 2018-06-30 | $293k | 2.6k | 112.13 |
| 2018-03-31 | $299k | 3.1k | 96.05 |
| 2017-12-31 | $300k | 3.0k | 101.25 |
| 2017-09-30 | $226k | 2.5k | 91.76 |
| 2017-06-30 | $245k | 3.0k | 82.69 |
| 2017-03-31 | $238k | 3.0k | 79.25 |
| 2016-12-31 | $259k | 3.0k | 86.25 |
| 2016-09-30 | $242k | 3.0k | 80.59 |
| 2016-06-30 | $69k | 875 | 78.86 |
| 2016-03-31 | $76k | 875 | 86.86 |
| 2015-12-31 | $76k | 925 | 82.16 |
| 2015-09-30 | $61k | 800 | 76.25 |
| 2015-06-30 | $60k | 750 | 80.00 |
| 2015-03-31 | $59k | 750 | 78.67 |
| 2014-12-31 | $59k | 825 | 71.52 |
| 2014-09-30 | $67k | 825 | 81.21 |
| 2014-06-30 | $66k | 825 | 80.00 |
| 2014-03-31 | $64k | 825 | 77.58 |
| 2013-12-31 | $48k | 625 | 76.80 |
| 2013-09-30 | $34k | 585 | 58.12 |
| 2013-06-30 | $43k | 735 | 58.50 |
| 2012-12-31 | $132k | 2.5k | 53.08 |
| 2012-06-30 | $158k | 4.9k | 32.00 |
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