Phillips 66 shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Phillips 66 by Summit Financial Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $214k | 1.3k | 163.30 |
More positions owned by Summit Financial Wealth Advisors
View all positions for Summit Financial Wealth Advisors