BWM Planning »

Phillips 66 shares owned by BWM Planning

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

Historical chart of BWM Planning investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by BWM Planning 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 BWM Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $939k 8.2k 113.94
2024-09-30 $1.1M 8.2k 131.46

More positions owned by BWM Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
American Centy Etf Tr Avantis All Int (AVNM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Proshares Tr Sp500 Ex Enrgy (SPXE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ea Series Trust Us Quan Value (QVAL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ea Series Trust Us Quan Momentum (QMOM)

View all positions for BWM Planning

Top funds holding Phillips 66

Vanguard Group
BlackRock
State Street Corporation
Wells Fargo & Company
Harris Associates L.P
Bank of New York Mellon
UBS Group
Geode Capital Management
Barclays
Morgan Stanley
T. Rowe Price Associates
Northern Trust
Norges Bank Investment Management
Bank of America Corporation
Invesco

View all funds holding Phillips 66