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Phillips 66 shares owned by Capital Performance Advisors

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

Historical chart of Capital Performance Advisors investment in Phillips 66

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All positions including Phillips 66 held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $324k 2.4k 136.03
2024-09-30 $6.4k 48 132.77

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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