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Phillips 66 shares owned by Harbor Asset Planning

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

Historical chart of Harbor Asset Planning investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Harbor Asset Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $73k 533 137.18

More positions owned by Harbor Asset Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Vanguard World Inf Tech Etf (VGT)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Us Sml Cap Eqt (SMLF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Harbor Asset 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