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Phillips 66 shares owned by Fort Point Capital Partners

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Fort Point Capital Partners from 13F filings

Historical chart of Fort Point Capital Partners investment in Phillips 66

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All positions including Phillips 66 held by Fort Point Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Fort Point Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $19M 143k 133.14
2023-09-30 $8.6M 72k 120.15
2023-06-30 $14M 143k 95.38
2023-03-31 $15M 143k 101.38
2022-12-31 $7.5M 72k 104.08
2022-09-30 $5.8M 72k 80.72
2022-06-30 $12M 143k 81.99
2022-03-31 $12M 143k 86.39

More positions owned by Fort Point Capital Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Phillips 66 Put Option (PSX)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Fort Point Capital Partners

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