Cm Wealth Advisors »

Phillips 66 shares owned by Cm Wealth Advisors

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

Historical chart of Cm Wealth Advisors investment in Phillips 66

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Phillips 66 by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $229k 1.4k 169.05

More positions owned by Cm Wealth Advisors

Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)
Lincoln Electric Holdings (LECO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Val Etf (IWD)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Rus 2000 Val Etf (IWN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)

View all positions for Cm Wealth Advisors

Top funds holding Phillips 66

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Elliott Investment Management
Wells Fargo & Company
Geode Capital Management
Morgan Stanley
Bank of New York Mellon
Goldman Sachs Group
T. Rowe Price Associates
AQR Capital Management
Norges Bank Investment Management
Charles Schwab Investment Management
Sixth Street Partners Management Company

View all funds holding Phillips 66