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Phillips 66 shares owned by Fiduciary Planning

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

Historical chart of Fiduciary Planning investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Fiduciary Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $206k 1.5k 136.04
2021-03-31 $66k 804 82.09
2020-12-31 $56k 804 69.65

More positions owned by Fiduciary Planning

Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Hartford Fds Exchange Traded Aaa Clo Etf (TRPA)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Vaneck Etf Trust Semiconductr Etf (SMH)
Select Sector Spdr Tr Technology (XLK)
Fidelity Covington Trust Fundamental Larg (FFLC)
Ishares Tr S&p 100 Etf (OEF)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Ishares Tr U.s. Insrnce Etf (IAK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)

View all positions for Fiduciary Planning

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