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Phillips 66 shares owned by Emerald Investment Partners

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Emerald Investment Partners from 13F filings

Historical chart of Emerald Investment Partners investment in Phillips 66

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All positions including Phillips 66 held by Emerald Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Emerald Investment Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $213k 1.5k 141.18
2021-06-30 $98k 1.1k 85.96
2021-03-31 $119k 1.5k 81.84

More positions owned by Emerald Investment Partners

Ishares Tr Core S&p500 Etf (IVV)
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
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Ishares Core Msci Emkt (IEMG)
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Blackrock Etf Trust Us Eqt Factor (DYNF)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Index Fds Value Etf (VTV)

View all positions for Emerald Investment Partners

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