Mendota Financial Group »

Phillips 66 shares owned by Mendota Financial Group

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

Historical chart of Mendota Financial Group investment in Phillips 66

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Phillips 66 by Mendota Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $55k 415 133.14
2023-09-30 $77k 640 120.15
2023-06-30 $67k 705 95.38
2023-03-31 $5.7k 66 86.27
2022-12-31 $80k 773 104.06

More positions owned by Mendota Financial Group

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Loews Corporation (L)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Meta Platforms Cl A (META)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
PAR Technology Corporation (PAR)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Capital Group International SHS (CGIE)

View all positions for Mendota Financial Group

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