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Phillips 66 shares owned by CBIZ Investment Advisory Services

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

Historical chart of CBIZ Investment Advisory Services investment in Phillips 66

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Phillips 66 by CBIZ Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2k 9 136.00
2025-06-30 $39k 325 119.30
2025-03-31 $41k 335 123.48
2024-12-31 $38k 335 113.93
2024-09-30 $42k 320 131.45
2024-06-30 $45k 320 141.17
2024-03-31 $52k 320 163.34

More positions owned by CBIZ Investment Advisory Services

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
TransDigm Group Incorporated (TDG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for CBIZ Investment Advisory Services

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