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Phillips 66 shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Phillips 66

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All positions including Phillips 66 held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $266k 1.6k 163.34
2023-12-31 $235k 1.8k 133.14
2023-09-30 $212k 1.8k 120.15
2023-06-30 $168k 1.8k 95.38

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Cherry Tree Wealth Management

Top funds holding Phillips 66

Vanguard Group
Wells Fargo & Company
Barclays
Wellington Management Company
Bank of New York Mellon
Harris Associates L.P
Bank of America Corporation
Norges Bank Investment Management
Legal & General Group
Robeco Investment Management
Dimensional Fund Advisors
Barrow, Hanley, Mewhinney & Strauss
UBS Group
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Phillips 66