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Phillips 66 shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 7.1k 163.35
2023-12-31 $911k 6.8k 133.13
2023-09-30 $629k 5.2k 120.15

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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