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Phillips 66 shares owned by AlTi Global

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by AlTi Global from 13F filings

Historical chart of AlTi Global investment in Phillips 66

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All positions including Phillips 66 held by AlTi Global consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by AlTi Global

Quarter filed Position value Share count Share price at filing
2024-09-30 $375k 2.9k 131.44
2024-06-30 $403k 2.9k 141.19
2024-03-31 $455k 2.8k 163.32
2023-12-31 $8.3M 62k 133.13

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Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
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Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr Gold Tr Gold Shs (GLD)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for AlTi Global

Top funds holding Phillips 66

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Wells Fargo & Company
Harris Associates L.P
Bank of New York Mellon
Geode Capital Management
Barclays
Morgan Stanley
Bank of America Corporation
Northern Trust
Invesco
Dimensional Fund Advisors
Jpmorgan Chase & Co

View all funds holding Phillips 66