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Phillips 66 shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $261k 2.0k 133.11
2023-09-30 $235k 2.0k 120.12
2022-12-31 $204k 2.0k 104.10

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Cassaday & Co Wealth Management

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