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Phillips 66 shares owned by MorganRosel Wealth Management

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

Historical chart of MorganRosel Wealth Management investment in Phillips 66

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Phillips 66 by MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $65k 546 119.30
2025-03-31 $67k 546 123.48

More positions owned by MorganRosel Wealth Management

Vanguard Total Stock Market Etf Etf (VTI)
Schwab International Equity Etf Etf (SCHF)
Spdr S&p 500 Etf Trust Etf (SPY)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Vanguard Core Plus Bond Etf Etf (VPLS)
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Vanguard Mid-cap Growth Etf Etf (VOT)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard S&p 500 Etf Etf (VOO)
Schwab Fundamental International Equity Etf Etf (FNDF)

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

View all funds holding Phillips 66