Caerus Investment Advisors »

Phillips 66 shares owned by Caerus Investment Advisors

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

Historical chart of Caerus Investment Advisors investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by Caerus Investment Advisors 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 Caerus Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $753k 5.5k 136.02

More positions owned by Caerus Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Global X Fds S&p 500 Covered (XYLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Global X Fds Nasdaq 100 Cover (QYLD)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Eafe Etf (EFA)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Us Equity Market (DFUS)
Microsoft Corporation (MSFT)
Palantir Technologies Cl A (PLTR)

View all positions for Caerus Investment Advisors

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
Barrow, Hanley, Mewhinney & Strauss
Goldman Sachs Group

View all funds holding Phillips 66