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Phillips 66 shares owned by Falcon Wealth Planning

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

Historical chart of Falcon Wealth Planning investment in Phillips 66

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Phillips 66 by Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $222k 1.7k 129.04

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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
Norges Bank Investment Management
Charles Schwab Investment Management
Invesco
Northern Trust
FMR
UBS Group
Dimensional Fund Advisors

View all funds holding Phillips 66