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Phillips 66 shares owned by Duncan Williams Asset Management

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Duncan Williams Asset Management from 13F filings

Historical chart of Duncan Williams Asset Management investment in Phillips 66

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All positions including Phillips 66 held by Duncan Williams Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Duncan Williams Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $311k 2.3k 136.02
2025-06-30 $273k 2.3k 119.30
2025-03-31 $282k 2.3k 123.48
2024-12-31 $265k 2.3k 113.93
2024-09-30 $305k 2.3k 131.45
2024-06-30 $282k 2.0k 141.17
2024-03-31 $327k 2.0k 163.34

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Vanguard Growth Etf Etf (VUG)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p Us Value Etf Etf (IUSV)
Apple Stock (AAPL)
Schwab Us Dividend Equity Etf Etf (SCHD)
Tr Activebeta Us Small Cap Equity Etf Etf (GSSC)
Vanguard S&p 500 Etf Etf (VOO)
Microsoft Stock (MSFT)
Vanguard Value Etf Etf (VTV)
First Horizon Corporation Stock (FHN)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Powershares Qqq Tr Etf (QQQ)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Emerging Markets Etf Etf (VWO)

View all positions for Duncan Williams Asset Management

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
Morgan Stanley
UBS Group
Invesco
Charles Schwab Investment Management
Northern Trust
FMR
Barrow, Hanley, Mewhinney & Strauss

View all funds holding Phillips 66