Phillips 66 shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Phillips 66
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All positions including Phillips 66 held by Congress Wealth Management LLC / DE / 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 | $11M | 67k | 163.34 |
2023-12-31 | $8.4M | 63k | 133.14 |
2023-09-30 | $7.4M | 62k | 120.15 |
2023-06-30 | $5.9M | 62k | 95.38 |
2023-03-31 | $6.2M | 61k | 101.38 |
2022-12-31 | $6.4M | 61k | 104.08 |
2022-09-30 | $4.9M | 61k | 80.73 |
2022-06-30 | $5.0M | 61k | 81.99 |
2022-03-31 | $5.3M | 61k | 86.38 |
2021-12-31 | $4.5M | 63k | 72.45 |
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