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Phillips 66 shares owned by Bennett Associates Wealth Management

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

Historical chart of Bennett Associates Wealth Management investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Bennett Associates Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $510k 3.9k 131.45
2024-06-30 $529k 3.7k 141.17
2024-03-31 $669k 4.1k 163.34
2023-12-31 $610k 4.6k 133.14

More positions owned by Bennett Associates Wealth Management

First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Msci Emrg Chn (EMXC)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Mid Cap Etf (VO)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core Total Usd (IUSB)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)

View all positions for Bennett Associates Wealth Management

Top funds holding Phillips 66

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

View all funds holding Phillips 66