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Phillips 66 shares owned by Fortune Financial Advisors

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Fortune Financial Advisors from 13F filings

Historical chart of Fortune Financial Advisors investment in Phillips 66

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All positions including Phillips 66 held by Fortune Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Fortune Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $235k 2.1k 113.93
2024-09-30 $271k 2.1k 131.45
2024-06-30 $291k 2.1k 141.17
2024-03-31 $337k 2.1k 163.34
2023-12-31 $274k 2.1k 133.14
2023-09-30 $248k 2.1k 120.15

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View all positions for Fortune Financial Advisors

Top funds holding Phillips 66

Vanguard Group
BlackRock
State Street Corporation
Wells Fargo & Company
Harris Associates L.P
Bank of New York Mellon
Geode Capital Management
Barclays
Bank of America Corporation
Wellington Management Company
Northern Trust
Invesco
UBS Group
Dimensional Fund Advisors
Jpmorgan Chase & Co

View all funds holding Phillips 66