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Phillips 66 shares owned by Marathon Strategic Advisors

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

Historical chart of Marathon Strategic Advisors investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Marathon Strategic Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $552k 4.1k 136.02

More positions owned by Marathon Strategic Advisors

SPDR DJ Wilshire Mid Cap (SPMD)
SPDR DJ Wilshire Large Cap (SPLG)
SPDR S&P Emerging Markets (SPEM)
iShares S&P 500 Index (IVV)
SPDR S&P World ex-US (SPDW)
Vanguard Europe Pacific ETF (VEA)
Vanguard Intl Equity Index F glb ex us etf (VNQI)
Vanguard REIT ETF (VNQ)
Vanguard Mid-Cap ETF (VO)
Vanguard Emerging Markets ETF (VWO)
BlackRock Floating Rate Income Strat. Fn (FRA)
Calamos Conv. Opptys. & Income Fund (CHI)
Vaneck Vectors Junior Gold Miners Etf etf (GDXJ)
Spdr Ser Tr spdr russel 2000 (SPSM)
WisdomTree SmallCap Dividend Fund (DES)

View all positions for Marathon Strategic Advisors

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