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Phillips 66 shares owned by National Wealth Management Group

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

Historical chart of National Wealth Management Group investment in Phillips 66

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Phillips 66 by National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $236k 1.3k 182.11
2025-09-30 $488k 3.6k 136.02
2022-12-31 $609k 5.8k 104.08

More positions owned by National Wealth Management Group

T Rowe Price Etf Cap Appreciation (TCAF)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
T Rowe Price Etf Price Blue Chip (TCHP)
NVIDIA Corporation (NVDA)
Capital Group Equity Etf Tr Us Small And Mid (CGMM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Core S&p Mcp Etf (IJH)
Capital Group New Geography SHS (CGNG)
Spdr Series Trust State Street Spd (BIL)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)

View all positions for National Wealth Management Group

Top funds holding Phillips 66

Vanguard Group
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
FMR
Invesco
Charles Schwab Investment Management

View all funds holding Phillips 66