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Phillips 66 shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Phillips 66

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All positions including Phillips 66 held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $201k 1.5k 131.45

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding Phillips 66

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

View all funds holding Phillips 66