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Phillips 66 shares owned by LifeGoal Wealth Advisors

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

Historical chart of LifeGoal Wealth Advisors investment in Phillips 66

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Phillips 66 by LifeGoal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $207k 1.2k 175.64

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Ishares Tr U S Equity Factr (LRGF)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ishares Tr Core Div Grwth (DGRO)
Rbb Fund Trust First Eagle Gbl (FEGE)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Pimco Etf Tr Multisector Bd (PYLD)
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Ea Series Trust Alpha Arch 1-3 (BOXX)
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Ishares Emng Mkts Eqt (EMGF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for LifeGoal Wealth Advisors

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