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Phillips 66 shares owned by Plan Group Financial

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Plan Group Financial from 13F filings

Historical chart of Plan Group Financial investment in Phillips 66

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All positions including Phillips 66 held by Plan Group Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Plan Group Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $376k 2.1k 182.18
2025-03-31 $497k 4.0k 123.48
2023-06-30 $306k 3.1k 100.34

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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
Norges Bank Investment Management
FMR
Charles Schwab Investment Management
Invesco
Northern Trust
AQR Capital Management
UBS Group

View all funds holding Phillips 66