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Phillips 66 shares owned by Capital Asset Advisory Services

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Capital Asset Advisory Services from 13F filings

Historical chart of Capital Asset Advisory Services investment in Phillips 66

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All positions including Phillips 66 held by Capital Asset Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Capital Asset Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $271k 1.6k 170.76
2021-06-30 $564k 6.6k 85.82
2021-03-31 $490k 6.0k 81.50
2020-12-31 $369k 5.3k 69.98
2020-09-30 $207k 4.0k 51.93
2020-06-30 $275k 4.3k 64.03
2020-03-31 $290k 4.1k 70.92
2019-12-31 $420k 4.7k 90.24

More positions owned by Capital Asset Advisory Services

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Intl (IDEV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Us Home Cons Etf (ITB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Residential Mult (REZ)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Broad Usd High (USHY)

View all positions for Capital Asset Advisory Services

Top funds holding Phillips 66

Vanguard Group
Wells Fargo & Company
Barclays
Wellington Management Company
Bank of New York Mellon
Harris Associates L.P
Bank of America Corporation
Norges Bank Investment Management
Legal & General Group
Robeco Investment Management
Dimensional Fund Advisors
Barrow, Hanley, Mewhinney & Strauss
UBS Group
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Phillips 66