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Phillips 66 shares owned by Iams Wealth Management

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Iams Wealth Management from 13F filings

Historical chart of Iams Wealth Management investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by Iams Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $880k 3.4k 255.31

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Top funds holding Phillips 66

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
Elliott Investment Management
Wells Fargo & Company
Geode Capital Management
Bank of New York Mellon
Goldman Sachs Group
AQR Capital Management
Norges Bank Investment Management
Charles Schwab Investment Management
Sixth Street Partners Management Company
Invesco
FMR
Northern Trust

View all funds holding Phillips 66