Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

Phillips 66 shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in Phillips 66

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All positions including Phillips 66 held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $401k 3.0k 133.15
2023-09-30 $412k 3.4k 120.15
2023-06-30 $286k 3.0k 95.38
2023-03-31 $278k 2.7k 101.38
2022-12-31 $283k 2.7k 104.08
2022-09-30 $291k 3.6k 80.86
2022-06-30 $317k 3.9k 82.00
2022-03-31 $568k 6.6k 86.34
2021-12-31 $417k 5.8k 72.40
2021-09-30 $438k 6.3k 69.97
2021-06-30 $531k 6.2k 85.85
2021-03-31 $470k 5.8k 81.57
2020-12-31 $749k 11k 69.90
2020-09-30 $509k 9.8k 51.85
2020-06-30 $789k 11k 71.89
2020-03-31 $539k 10k 53.67
2019-12-31 $1.2M 11k 111.41
2019-09-30 $1.1M 11k 102.39
2019-06-30 $910k 9.7k 93.53
2019-03-31 $779k 8.2k 95.15
2018-12-31 $695k 8.1k 86.20
2018-09-30 $900k 8.0k 112.77
2018-06-30 $878k 7.8k 112.30
2018-03-31 $259k 2.9k 89.84
2017-12-31 $247k 2.4k 100.98
2017-09-30 $204k 2.2k 91.52
2015-09-30 $225k 2.9k 76.79
2015-06-30 $248k 3.1k 80.52

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Microsoft Corporation (MSFT)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding Phillips 66

Vanguard Group
Wells Fargo & Company
Barclays
Wellington Management Company
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