Birch Financial Group »

Phillips 66 shares owned by Birch Financial Group

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Birch Financial Group from 13F filings

Historical chart of Birch Financial Group investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by Birch Financial Group 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 Birch Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1M 16k 129.04
2025-09-30 $2.2M 16k 136.02