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Phillips 66 shares owned by Montgomery Financial Services

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

Historical chart of Montgomery Financial Services investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.2k 37 168.38

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View all positions for Montgomery Financial Services

Top funds holding Phillips 66

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Elliott Investment Management
Wells Fargo & Company
Geode Capital Management
Harris Associates L.P
Morgan Stanley
Bank of New York Mellon
Goldman Sachs Group
T. Rowe Price Associates
FMR
Charles Schwab Investment Management
Invesco

View all funds holding Phillips 66