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Phillips 66 shares owned by BXM Wealth

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

Historical chart of BXM Wealth investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by BXM Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $294k 2.3k 129.04
2025-09-30 $310k 2.3k 136.02
2025-06-30 $272k 2.3k 119.30
2025-03-31 $282k 2.3k 123.48

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View all positions for BXM 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
Invesco
Charles Schwab Investment Management
Northern Trust
FMR
UBS Group
Dimensional Fund Advisors
Ubs Global Asset Management Americas

View all funds holding Phillips 66