Phillips 66 shares owned by Worth Financial Advisory Group
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Worth Financial Advisory Group
from 13F filings
Historical chart of Worth Financial Advisory Group investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Worth Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $692k | 5.1k | 136.01 |
| 2025-06-30 | $609k | 5.1k | 119.31 |
| 2025-03-31 | $649k | 5.3k | 123.48 |
| 2024-12-31 | $611k | 5.4k | 113.93 |
| 2024-09-30 | $714k | 5.4k | 131.45 |
| 2024-06-30 | $757k | 5.4k | 141.17 |
| 2024-03-31 | $870k | 5.3k | 163.34 |
| 2023-12-31 | $662k | 5.0k | 133.14 |
| 2023-09-30 | $669k | 5.6k | 120.15 |
| 2023-06-30 | $531k | 5.6k | 95.38 |
| 2023-03-31 | $582k | 5.7k | 101.38 |
| 2022-12-31 | $624k | 6.0k | 104.08 |
More positions owned by Worth Financial Advisory Group
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