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Phillips 66 shares owned by Ballast Advisors

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

Historical chart of Ballast Advisors investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Ballast Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $143k 786 182.18
2020-03-31 $45k 847 53.13

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Top funds holding Phillips 66

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
Charles Schwab Investment Management
Invesco
Northern Trust

View all funds holding Phillips 66