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Phillips 66 shares owned by MOR Wealth Management

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

Historical chart of MOR Wealth Management investment in Phillips 66

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Phillips 66 by MOR Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $219k 1.7k 129.04

More positions owned by MOR Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds Mid Cap Etf (VO)
Accenture Plc Ireland Shs Class A (ACN)
Apple (AAPL)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Texas Pacific Land Corp (TPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Esg Aware Msci (ESML)

View all positions for MOR Wealth Management

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
Norges Bank Investment Management
FMR
Charles Schwab Investment Management
Invesco
Northern Trust
AQR Capital Management
UBS Group

View all funds holding Phillips 66