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Phillips 66 shares owned by Milestone Investment Advisors

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

Historical chart of Milestone Investment Advisors investment in Phillips 66

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Phillips 66 by Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $6.0k 50 120.16
2023-03-31 $5.1k 50 101.38

More positions owned by Milestone Investment Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Covington Trust High Divid Etf (FDVV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Pimco Etf Tr Enhancd Short (EMNT)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Esg Awre 1 5 Yr (SUSB)

View all positions for Milestone Investment 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
Invesco
Charles Schwab Investment Management
Northern Trust
FMR
UBS Group
Barrow, Hanley, Mewhinney & Strauss
Goldman Sachs Group

View all funds holding Phillips 66