New Wave Wealth Advisors »

Phillips 66 shares owned by New Wave Wealth Advisors

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by New Wave Wealth Advisors from 13F filings

Historical chart of New Wave Wealth Advisors investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by New Wave Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Phillips 66 by New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $185k 1.6k 113.95
2024-06-30 $286k 2.0k 141.16

More positions owned by New Wave Wealth Advisors

Wal-Mart Stores (WMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Tyson Foods Cl A (TSN)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Financial (XLF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amazon (AMZN)
Ishares Tr Msci India Etf (INDA)
Ishares Tr Core S&p Us Gwt (IUSG)

View all positions for New Wave Wealth Advisors

Top funds holding Phillips 66

Vanguard Group
BlackRock
State Street Corporation
Wells Fargo & Company
Harris Associates L.P
Bank of New York Mellon
Geode Capital Management
Barclays
Bank of America Corporation
Wellington Management Company
Northern Trust
Invesco
UBS Group
Dimensional Fund Advisors
Jpmorgan Chase & Co

View all funds holding Phillips 66