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Biltmore Wealth Management »

Phillips 66 shares owned by Biltmore Wealth Management

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

Historical chart of Biltmore Wealth Management investment in Phillips 66

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Phillips 66 by Biltmore Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2024-12-31	$409k	3.6k	113.93
2024-09-30	$469k	3.6k	131.46
2024-06-30	$479k	3.4k	141.15

More positions owned by Biltmore Wealth Management

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Select Sector Spdr Tr Sbi Healthcare (XLV)

Pimco Etf Tr Shtrm Mun Bd Act (SMMU)

Select Sector Spdr Tr Sbi Cons Stpls (XLP)

Select Sector Spdr Tr Sbi Int-utils (XLU)

Ishares Tr Cre U S Reit Etf (USRT)

Select Sector Spdr Tr Sbi Materials (XLB)

Select Sector Spdr Tr Communication (XLC)

Select Sector Spdr Tr Energy (XLE)

Spdr Gold Tr Gold Shs (GLD)

Vanguard Scottsdale Fds Short Term Treas (VGSH)

Pimco Etf Tr Inter Mun Bd Act (MUNI)

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for Biltmore Wealth Management

Top funds holding Phillips 66

State Street Corporation

Wells Fargo & Company

Harris Associates L.P

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Geode Capital Management

Bank of America Corporation

Wellington Management Company

Dimensional Fund Advisors

Jpmorgan Chase & Co

View all funds holding Phillips 66

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