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Phillips 66 shares owned by Johnson & White Wealth Management

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

Historical chart of Johnson & White Wealth Management investment in Phillips 66

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Phillips 66 by Johnson & White Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $580k 4.4k 133.21
2023-09-30 $524k 4.4k 120.27
2023-03-31 $442k 4.4k 101.45
2022-12-31 $363k 4.3k 83.80
2022-09-30 $346k 4.3k 80.71

More positions owned by Johnson & White Wealth Management

Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Ishares Tr Intl Sel Div Etf (IDV)
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)

View all positions for Johnson & White Wealth 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