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Phillips 66 shares owned by LM Advisors

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

Historical chart of LM Advisors investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by LM Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $263k 2.0k 131.50
2024-03-31 $328k 2.0k 163.43
2023-12-31 $267k 2.0k 133.14

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Top funds holding Phillips 66

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Wells Fargo & Company
Harris Associates L.P
Bank of New York Mellon
Geode Capital Management
Barclays
Morgan Stanley
Bank of America Corporation
Northern Trust
Invesco
Dimensional Fund Advisors
Jpmorgan Chase & Co

View all funds holding Phillips 66