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Phillips 66 shares owned by BCS Wealth Management

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

Historical chart of BCS Wealth Management investment in Phillips 66

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Phillips 66 by BCS Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $337k 2.6k 129.01

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Vanguard Whitehall Fds Intl High Etf (VYMI)
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Schwab Strategic Tr Fundamental Us L (FNDX)

View all positions for BCS Wealth Management

Top funds holding Phillips 66

Vanguard Group
BlackRock
State Street Corporation
Elliott Investment Management
Wells Fargo & Company
Harris Associates L.P
Geode Capital Management
Bank of New York Mellon
Norges Bank Investment Management
Charles Schwab Investment Management
Invesco
Northern Trust
FMR
UBS Group
Dimensional Fund Advisors

View all funds holding Phillips 66