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Phillips 66 shares owned by Breakwater Investment Management

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

Historical chart of Breakwater Investment Management investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Breakwater Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $517 4 129.25
2025-09-30 $545 4 136.25

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Spdr Series Trust State Street Spd (SPTM)
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Specialized Funds Div App Etf (VIG)
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View all positions for Breakwater Investment Management

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
Norges Bank Investment Management
Charles Schwab Investment Management
Invesco
Northern Trust
FMR
UBS Group
Dimensional Fund Advisors

View all funds holding Phillips 66