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Phillips 66 shares owned by Portus Wealth Advisors

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

Historical chart of Portus Wealth Advisors investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Portus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $88k 485 182.18

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Top funds holding Phillips 66

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Elliott Investment Management
Wells Fargo & Company
Geode Capital Management
Harris Associates L.P
Morgan Stanley
Bank of New York Mellon
Goldman Sachs Group
FMR
Invesco
Charles Schwab Investment Management

View all funds holding Phillips 66