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Phillips 66 shares owned by Litman Gregory Asset Management

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Litman Gregory Asset Management from 13F filings

Historical chart of Litman Gregory Asset Management investment in Phillips 66

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All positions including Phillips 66 held by Litman Gregory Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Litman Gregory Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $68k 524 129.04
2017-12-31 $35k 342 102.34
2017-09-30 $31k 342 90.64

More positions owned by Litman Gregory Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Mid Cap Etf (VO)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Litman Gregory Asset Management

Top funds holding Phillips 66

Vanguard Group
BlackRock
State Street Corporation
Elliott Investment Management
Wells Fargo & Company
Harris Associates L.P
Geode Capital Management
Bank of New York Mellon
Norges Bank Investment Management
FMR
Charles Schwab Investment Management
Invesco
Northern Trust
AQR Capital Management
UBS Group

View all funds holding Phillips 66