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Phillips 66 shares owned by Institutional & Family Asset Management

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Institutional & Family Asset Management from 13F filings

Historical chart of Institutional & Family Asset Management investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by Institutional & Family Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Institutional & Family Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $988k 6.0k 163.34
2023-12-31 $814k 6.1k 133.14
2023-09-30 $735k 6.1k 120.15
2023-06-30 $583k 6.1k 95.38
2023-03-31 $573k 5.7k 101.38
2022-12-31 $545k 5.2k 104.08
2022-09-30 $423k 5.2k 80.74
2022-06-30 $430k 5.2k 82.08
2022-03-31 $453k 5.2k 86.43
2021-12-31 $380k 5.2k 72.51
2021-09-30 $367k 5.2k 70.02
2021-06-30 $450k 5.2k 85.86
2021-03-31 $513k 6.3k 81.55
2020-12-31 $440k 6.3k 69.94
2020-09-30 $326k 6.3k 51.82
2020-06-30 $452k 6.3k 71.85
2020-03-31 $348k 6.5k 53.61
2019-12-31 $701k 6.3k 111.43
2019-09-30 $644k 6.3k 102.37
2019-06-30 $592k 6.3k 93.55
2019-03-31 $604k 6.3k 95.15
2018-12-31 $547k 6.3k 86.17
2018-09-30 $716k 6.3k 112.79
2018-06-30 $713k 6.3k 112.32
2018-03-31 $609k 6.3k 95.94
2017-12-31 $536k 5.3k 101.09
2017-09-30 $488k 5.3k 91.61
2017-06-30 $435k 5.3k 82.61
2017-03-31 $417k 5.3k 79.19
2016-12-31 $453k 5.2k 86.43
2016-09-30 $422k 5.2k 80.52
2016-06-30 $416k 5.2k 79.37
2016-03-31 $429k 5.2k 81.85
2015-12-31 $429k 5.2k 81.85

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View all positions for Institutional & Family Asset Management

Top funds holding Phillips 66

Vanguard Group
Wells Fargo & Company
Barclays
Wellington Management Company
Bank of New York Mellon
Harris Associates L.P
Bank of America Corporation
Norges Bank Investment Management
Legal & General Group
Robeco Investment Management
Dimensional Fund Advisors
Barrow, Hanley, Mewhinney & Strauss
UBS Group
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Phillips 66