Key Client Fiduciary Advisors »

Phillips 66 shares owned by Key Client Fiduciary Advisors

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Key Client Fiduciary Advisors from 13F filings

Historical chart of Key Client Fiduciary Advisors investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by Key Client Fiduciary Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Phillips 66 by Key Client Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $220k 1.7k 131.45
2024-06-30 $233k 1.7k 141.15
2024-03-31 $293k 1.8k 163.34

More positions owned by Key Client Fiduciary Advisors

First Tr Exchange-traded Risng Divd Achiv (RDVY)
Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Indxx Aerospace (MISL)
First Tr Morningstar Divid L SHS (FDL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Amazon (AMZN)
Oracle Corporation Put Option (ORCL)
Select Sector Spdr Tr Sbi Int-utils (XLU)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange Traded Consumr Staple (FXG)
Annaly Capital Management In Com New (NLY)
Wal-Mart Stores (WMT)

View all positions for Key Client Fiduciary Advisors

Top funds holding Phillips 66

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Wells Fargo & Company
Harris Associates L.P
Bank of New York Mellon
Geode Capital Management
Barclays
Morgan Stanley
Bank of America Corporation
Northern Trust
Invesco
Dimensional Fund Advisors
Jpmorgan Chase & Co

View all funds holding Phillips 66