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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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Quarterly reported holdings in Phillips 66 by One Wealth Advisors

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