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Phillips 66 shares owned by LifePlan Financial

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by LifePlan Financial from 13F filings

Historical chart of LifePlan Financial investment in Phillips 66

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All positions including Phillips 66 held by LifePlan Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by LifePlan Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $307k 1.9k 163.34
2023-12-31 $260k 2.0k 133.14

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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