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SJW shares owned by Phillips Wealth Planners

Quarter-by-quarter ownership of SJW (HTO) shares owned by Phillips Wealth Planners from 13F filings

Historical chart of Phillips Wealth Planners investment in SJW

Tip: Access up to 7 years of quarterly data

All positions including SJW held by Phillips Wealth Planners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SJW by Phillips Wealth Planners

Quarter filed Position value Share count Share price at filing
2026-06-30 $227k 3.7k 61.77

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Top funds holding SJW

BlackRock
ATLAS Infrastructure Partners
Wellington Management Company
Antipodes Partners
Vanguard Capital Management
State Street Corporation
HPM Partners
Vanguard Portfolio Management
Soros Fund Management
Victory Capital Management
Amundi
Geode Capital Management
Yaupon Capital Management
Two Sigma Investments
Morgan Stanley

View all funds holding SJW