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Phillips 66 shares owned by Nicholas Hoffman & Company

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Nicholas Hoffman & Company from 13F filings

Historical chart of Nicholas Hoffman & Company investment in Phillips 66

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All positions including Phillips 66 held by Nicholas Hoffman & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Nicholas Hoffman & Company

Quarter filed Position value Share count Share price at filing
2024-03-31 $216k 1.3k 163.34
2023-12-31 $228k 1.7k 133.14
2023-09-30 $222k 1.9k 120.15
2022-09-30 $528k 6.5k 80.66
2018-06-30 $204k 1.8k 112.58

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Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
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Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
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Broadcom Stock (AVGO)
Apple Stock (AAPL)
Accenture Plc Ireland Shs Class A Stock (ACN)

View all positions for Nicholas Hoffman & Company

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