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Phillips 66 shares owned by PFW Advisors

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

Historical chart of PFW Advisors investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by PFW Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 21k 163.34
2023-12-31 $2.8M 21k 133.14
2023-09-30 $2.5M 21k 120.15
2023-06-30 $2.4M 21k 116.64

More positions owned by PFW Advisors

Vulcan Materials Company (VMC)
Coca-Cola Company (KO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Emg Mkt Etf (EEM)
Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Pgim Etf Tr Actv Hy Bd Etf (PHYL)

View all positions for PFW Advisors

Top funds holding Phillips 66

Vanguard Group
Wells Fargo & Company
Barclays
Wellington Management Company
Bank of New York Mellon
Harris Associates L.P
Bank of America Corporation
Norges Bank Investment Management
Legal & General Group
Robeco Investment Management
Dimensional Fund Advisors
Barrow, Hanley, Mewhinney & Strauss
UBS Group
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Phillips 66