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Phillips 66 shares owned by Legacy Capital Wealth Partners

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Legacy Capital Wealth Partners from 13F filings

Historical chart of Legacy Capital Wealth Partners investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by Legacy Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $347k 3.0k 113.94
2024-09-30 $399k 3.0k 131.44
2024-06-30 $432k 3.1k 141.18
2023-09-30 $228k 1.9k 120.16

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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)
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Apple (AAPL)
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for Legacy Capital Wealth Partners

Top funds holding Phillips 66

Vanguard Group
BlackRock
State Street Corporation
Wells Fargo & Company
Harris Associates L.P
Bank of New York Mellon
UBS Group
Geode Capital Management
Barclays
Morgan Stanley
T. Rowe Price Associates
Northern Trust
Norges Bank Investment Management
Bank of America Corporation
Invesco

View all funds holding Phillips 66