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Phillips 66 shares owned by Future Financial Wealth Managment

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Future Financial Wealth Managment from 13F filings

Historical chart of Future Financial Wealth Managment investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by Future Financial Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Future Financial Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $59k 450 131.45
2024-03-31 $82k 500 163.34
2022-09-30 $355k 4.3k 81.97
2022-03-31 $40k 466 85.84
2021-12-31 $39k 512 76.17

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Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)
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Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)
Apple Stock (AAPL)
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View all positions for Future Financial Wealth Managment

Top funds holding Phillips 66

BlackRock
Wells Fargo & Company
Harris Associates L.P
Bank of New York Mellon
Geode Capital Management
Barclays
Bank of America Corporation
Northern Trust
Invesco
Dimensional Fund Advisors
Jpmorgan Chase & Co
Robeco Investment Management
Amundi
Charles Schwab Investment Management
Mizuho Securities USA

View all funds holding Phillips 66