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Phillips 66 shares owned by CFS Investment Advisory Services

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

Historical chart of CFS Investment Advisory Services investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by CFS 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 CFS Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $643k 4.9k 131.36
2024-06-30 $1.3M 9.2k 141.18
2023-06-30 $361k 3.8k 95.38

More positions owned by CFS Investment Advisory Services

Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for CFS Investment Advisory Services

Top funds holding Phillips 66

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Wells Fargo & Company
Harris Associates L.P
Bank of New York Mellon
Geode Capital Management
Barclays
Morgan Stanley
Bank of America Corporation
Northern Trust
Invesco
Dimensional Fund Advisors
Jpmorgan Chase & Co

View all funds holding Phillips 66