Phillips 66 shares owned by One Wealth Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by One Wealth Advisors
from 13F filings
Historical chart of One Wealth Advisors investment in Phillips 66
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All positions including Phillips 66 held by One Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $238k | 1.5k | 163.34 |
2019-12-31 | $358k | 3.2k | 111.42 |
2019-09-30 | $640k | 6.2k | 102.45 |
2019-06-30 | $685k | 7.3k | 93.48 |
2019-03-31 | $696k | 7.3k | 95.23 |
2018-12-31 | $500k | 185k | 2.71 |
2018-09-30 | $348k | 3.1k | 112.88 |
2018-06-30 | $0 | 0 | 0.00 |
2017-12-31 | $57k | 559 | 101.97 |