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Phillips 66 shares owned by McClarren Financial Advisors

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

Historical chart of McClarren Financial Advisors investment in Phillips 66

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Phillips 66 by McClarren Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $110k 824 133.50
2023-09-30 $98k 819 120.00
2023-06-30 $77k 815 94.48
2023-03-31 $51k 509 100.20
2022-12-31 $106k 1.0k 104.02
2022-09-30 $81k 1.0k 80.20

More positions owned by McClarren Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard World Mega Cap Index (MGC)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Msci Kld400 Soc (DSI)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for McClarren Financial Advisors

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