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Phillips 66 shares owned by BIP Wealth

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

Historical chart of BIP Wealth investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by BIP Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $304k 2.2k 136.02
2025-03-31 $211k 1.7k 123.50
2024-09-30 $204k 1.5k 131.51

More positions owned by BIP Wealth

Wisdomtree Floating Rate Uit (USFR)
Spdr S&p 500 Etf Uit (SPY)
Vanguard Total Stock Market ETF (VTI)
Vanguard S&p 500 Etf idx (VOO)
Ishares Tr trs flt rt bd (TFLO)
Vanguard Value ETF (VTV)
iShares MSCI EAFE Index Fund (EFA)
Vanguard Ftse All World Uit (VEU)
Vanguard Total World Stock Idx (VT)
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB)
Vanguard Europe Pacific ETF (VEA)
Vanguard Muni Bnd Tax Uit (VTEB)
SPDR DJ Wilshire Large Cap Value (SPYV)
Vanguard Ftse Emerging Uit (VWO)
Vanguard Total Bond Uit (BND)

View all positions for BIP Wealth

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
Morgan Stanley
UBS Group
Invesco
Charles Schwab Investment Management
Northern Trust
FMR
Barrow, Hanley, Mewhinney & Strauss

View all funds holding Phillips 66