Beirne Wealth Consulting Services »

Phillips 66 shares owned by Beirne Wealth Consulting Services

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Beirne Wealth Consulting Services from 13F filings

Historical chart of Beirne Wealth Consulting Services investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by Beirne Wealth Consulting Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Phillips 66 by Beirne Wealth Consulting Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $224k 1.7k 131.45
2024-06-30 $240k 1.7k 141.17
2024-03-31 $278k 1.7k 163.34
2023-12-31 $242k 1.8k 133.14
2018-12-31 $478k 5.6k 86.13

More positions owned by Beirne Wealth Consulting Services

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Msci Emg Mkt Etf (EEM)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Us Sml Cap Eqt (SMLF)

View all positions for Beirne Wealth Consulting Services

Top funds holding Phillips 66

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

View all funds holding Phillips 66