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Phillips 66 shares owned by Allegiance Financial Group Advisory Services

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Allegiance Financial Group Advisory Services from 13F filings

Historical chart of Allegiance Financial Group Advisory Services investment in Phillips 66

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All positions including Phillips 66 held by Allegiance Financial Group Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Allegiance Financial Group Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $275k 1.5k 182.14

More positions owned by Allegiance Financial Group Advisory Services

Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis Core Fi (AVIG)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr International Lr (AVIV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Broad Usd High (USHY)
American Centy Etf Tr Real Estate Etf (AVRE)
Microsoft Corporation (MSFT)
American Centy Etf Tr Emerging Mkt Val (AVES)
Ishares Core Msci Emkt (IEMG)

View all positions for Allegiance Financial Group Advisory Services

Top funds holding Phillips 66

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Elliott Investment Management
Wells Fargo & Company
Geode Capital Management
Harris Associates L.P
Morgan Stanley
Bank of New York Mellon
Goldman Sachs Group
FMR
Invesco
Charles Schwab Investment Management

View all funds holding Phillips 66