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Phillips 66 shares owned by Partnership Wealth Management

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

Historical chart of Partnership Wealth Management investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Partnership Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $72k 550 131.45
2024-06-30 $78k 550 141.17
2024-03-31 $90k 550 163.34
2023-12-31 $79k 550 144.31

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Trane Technologies Stock (TT)
Pepsico Stock (PEP)
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Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund (SCTXX)

View all positions for Partnership Wealth Management

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