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Phillips 66 shares owned by Aspiriant

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

Historical chart of Aspiriant investment in Phillips 66

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Phillips 66 by Aspiriant

Quarter filed Position value Share count Share price at filing
2026-09-30 $337k 1.3k 255.31
2024-03-31 $267k 1.6k 163.34
2023-03-31 $211k 2.1k 101.38
2022-12-31 $210k 2.0k 104.08
2018-06-30 $281k 2.5k 112.18

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Vanguard Specialized Funds Div App Etf (VIG)
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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds MRNGSTR TTL STK (VTI)

View all positions for Aspiriant

Top funds holding Phillips 66

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Elliott Investment Management
Wells Fargo & Company
Geode Capital Management
Bank of New York Mellon
Goldman Sachs Group
AQR Capital Management
Norges Bank Investment Management
Charles Schwab Investment Management
Sixth Street Partners Management Company
Invesco
FMR

View all funds holding Phillips 66