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Phillips 66 shares owned by LLBH Private Wealth Management

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by LLBH Private Wealth Management from 13F filings

Historical chart of LLBH Private Wealth Management investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by LLBH Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $786k 5.8k 136.02
2025-06-30 $807k 6.8k 119.30
2025-03-31 $830k 6.7k 123.49

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View all positions for LLBH Private Wealth 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
Morgan Stanley
UBS Group
Invesco
Charles Schwab Investment Management
Northern Trust
FMR
Barrow, Hanley, Mewhinney & Strauss

View all funds holding Phillips 66