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Phillips 66 shares owned by Northwest Wealth Management

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

Historical chart of Northwest Wealth Management investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Northwest Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $247k 1.8k 136.00
2019-03-31 $25k 258 96.90
2018-12-31 $22k 258 85.27
2018-09-30 $29k 258 112.40
2018-06-30 $29k 258 112.40
2018-03-31 $24k 258 93.02

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Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Short Duration F (DFSD)
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Ishares Tr Core Msci Intl (IDEV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)

View all positions for Northwest 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
Morgan Stanley
UBS Group
Invesco
Charles Schwab Investment Management
Northern Trust
FMR
Barrow, Hanley, Mewhinney & Strauss

View all funds holding Phillips 66