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Phillips 66 shares owned by BSW Wealth Partners

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

Historical chart of BSW Wealth Partners investment in Phillips 66

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Phillips 66 by BSW Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $205k 1.8k 113.96

More positions owned by BSW Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Intl (IDEV)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core 60/40 Balan (AOR)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Emerging Mkt Val (AVES)
Ishares Gold Tr Ishares New (IAU)

View all positions for BSW Wealth Partners

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