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Phillips 66 shares owned by Cypress Point Wealth Management

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Cypress Point Wealth Management from 13F filings

Historical chart of Cypress Point Wealth Management investment in Phillips 66

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Phillips 66 by Cypress Point Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 12k 133.14
2021-09-30 $51k 722 70.64
2021-06-30 $104k 1.2k 85.46
2021-03-31 $58k 717 80.89
2020-12-31 $50k 717 69.74

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Ishares Tr Ibonds Dec 28 (IBMQ)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Cypress Point Wealth Management

Top funds holding Phillips 66

Vanguard Group
Wells Fargo & Company
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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