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Phillips 66 shares owned by Pacific Capital Wealth Advisors

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

Historical chart of Pacific Capital Wealth Advisors investment in Phillips 66

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Phillips 66 by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9k 30 131.47
2024-06-30 $17k 122 141.17
2024-03-31 $7.7k 47 163.34
2023-12-31 $4.0k 30 133.13

More positions owned by Pacific Capital Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishares Biotech (IBB)
Apple (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Pacific Capital Wealth Advisors

Top funds holding Phillips 66

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

View all funds holding Phillips 66