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Phillips 66 shares owned by Jacobsen Capital Management

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

Historical chart of Jacobsen Capital Management investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Jacobsen Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $260k 1.4k 182.18
2020-06-30 $726k 10k 71.87
2019-12-31 $793k 7.1k 111.31
2019-09-30 $745k 7.3k 102.28
2019-06-30 $681k 7.3k 93.49

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Vanguard Index Fds Sml Cp Grw Etf (VBK)
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Vanguard Bd Index Fds Intermed Term (BIV)
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Amazon (AMZN)

View all positions for Jacobsen Capital Management

Top funds holding Phillips 66

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Elliott Investment Management
Wells Fargo & Company
Geode Capital Management
Harris Associates L.P
Morgan Stanley
Bank of New York Mellon
Goldman Sachs Group
FMR
Invesco
Charles Schwab Investment Management

View all funds holding Phillips 66