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Phillips 66 shares owned by American Trust

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

Historical chart of American Trust investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by American Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $204k 1.1k 182.18
2022-12-31 $897k 8.6k 104.08
2022-09-30 $723k 8.9k 80.77
2022-06-30 $757k 9.2k 82.35
2022-03-31 $665k 7.5k 88.24
2021-12-31 $593k 8.4k 70.59

More positions owned by American Trust

Vanguard S&p 500 Equities (VOO)
Vanguard Intermed Term Bond Etf Equities (BIV)
Ishares Core Dividend Growth Equities (DGRO)
Vanguard Growth Etf Equities (VUG)
Jpmorgan Active Growth Etf Equities (JGRO)
Vanguard Small Cap Etf Equities (VB)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Dimensional International Core Equities (DFIC)
Vanguard Mid Cap Index Etf Equities (VO)
Vanguard Ftse Developed Markets Equities (VEA)
Jp Morgan Ultra Short Income Et Equities (JPST)
Invesco Qqq Trust Equities (QQQ)
Jp Morgan Flexible Debt Etf Equities (JFLX)
Dimensional Us Vector Equity Et Equities (DXUV)
Apple Equities (AAPL)

View all positions for American Trust

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