Phillips 66 shares owned by WR Wealth Planners
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $126k | 958 | 131.41 |
| 2024-06-30 | $108k | 766 | 141.11 |
| 2024-03-31 | $117k | 715 | 163.27 |
| 2023-09-30 | $100k | 833 | 120.10 |
| 2023-06-30 | $82k | 863 | 95.34 |
| 2023-03-31 | $85k | 840 | 101.38 |
| 2022-12-31 | $21k | 200 | 104.08 |
| 2022-09-30 | $16k | 200 | 80.72 |
| 2022-06-30 | $16k | 200 | 81.99 |
| 2022-03-31 | $17k | 200 | 86.39 |