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Phillips 66 shares owned by ICA Group Wealth Management

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

Historical chart of ICA Group Wealth Management investment in Phillips 66

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Phillips 66 by ICA Group Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $169k 1.2k 141.20
2024-03-31 $287k 1.8k 163.30
2023-12-31 $200k 1.5k 133.11
2023-06-30 $140k 1.5k 95.37
2023-03-31 $219k 2.2k 101.36
2022-12-31 $222k 2.2k 103.22
2022-09-30 $472k 5.9k 80.66
2022-06-30 $487k 5.5k 88.38
2022-03-31 $653k 6.2k 106.08

More positions owned by ICA Group Wealth Management

Invesco Qqq MF Closed and MF Open (QQQ)
SPDR S&P MF Closed and MF Open (SPY)
JP Morgan Core Plus Bond ETF Stock/ETF (JCPB)
First Trust MF Closed and MF Open (FDL)
Apple Common Stock (AAPL)
Vanguard Russell 1000 Growth Stock/ETF (VONG)
JPMorgan Equity Premium Income ETF Stock/ETF (JEPI)
First Trust MF Closed and MF Open (FVD)
SPDR S&P MF Closed and MF Open (VLU)
Vanguard Value MF Closed and MF Open (VTV)
Invesco S&p MF Closed and MF Open (XMHQ)
Ishares Core MF Closed and MF Open (IVV)
iShares Treasury Floating Rate Bond Stock/ETF (TFLO)
iShares MSCI World Index Stock/ETF (URTH)
Nvidia Corp Common Stock (NVDA)

View all positions for ICA Group Wealth Management

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