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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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All positions including Phillips 66 held by Worth Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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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
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