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Phillips 66 shares owned by Alpine Bank Wealth Management

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

Historical chart of Alpine Bank Wealth Management investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Alpine Bank Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $14k 83 169.05
2025-09-30 $11k 83 136.02
2025-06-30 $9.9k 83 119.30
2025-03-31 $10k 83 123.48
2024-09-30 $11k 83 131.45

More positions owned by Alpine Bank Wealth Management

Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO)
Invesco Exchange W&p 500 Qualit equities (SPHQ)
Invesco Exch Trd Slf Idx Fd cmn (IUS)
Wisdomtree Tr (GDE)
Janus Detroit Str Tr (JAAA)
Ishares Tr cmn (STIP)
iShares S&P/Citigroup 1-3 Year Int Trsry (ISHG)
Pimco Etf Tr 0-5 high yield (HYS)
iShares S&P 500 Index (IVV)
Wisdomtree Tr (NTSD)
iShares S&P MidCap 400 Index (IJH)
Wisdomtree Floating Rate Treasury Fund (USFR)
RBB (TBIL)
Jp Morgan Exchange Traded Fd fund (JCPB)
iShares Russell 2000 Index (IWM)

View all positions for Alpine Bank Wealth Management

Top funds holding Phillips 66

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Elliott Investment Management
Wells Fargo & Company
Geode Capital Management
Morgan Stanley
Bank of New York Mellon
Goldman Sachs Group
T. Rowe Price Associates
AQR Capital Management
Norges Bank Investment Management
Charles Schwab Investment Management
Sixth Street Partners Management Company

View all funds holding Phillips 66