Phillips 66 shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 12k | 136.02 |
| 2025-06-30 | $1.4M | 12k | 119.30 |
| 2025-03-31 | $1.5M | 12k | 123.48 |
| 2024-12-31 | $1.4M | 12k | 113.93 |
| 2024-09-30 | $1.6M | 12k | 131.45 |
| 2024-06-30 | $1.7M | 12k | 141.17 |
| 2024-03-31 | $2.0M | 12k | 163.34 |
| 2023-09-30 | $1.5M | 12k | 120.15 |
| 2023-06-30 | $1.2M | 12k | 95.38 |
| 2023-03-31 | $1.2M | 12k | 101.38 |
| 2022-12-31 | $1.2M | 12k | 104.08 |
| 2022-09-30 | $914k | 11k | 80.69 |
| 2022-06-30 | $1.0M | 12k | 82.03 |
| 2022-03-31 | $390k | 4.5k | 86.42 |
| 2019-12-31 | $413k | 3.7k | 111.35 |
| 2019-09-30 | $441k | 4.3k | 102.34 |
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