Principia Wealth Advisory »

Phillips 66 shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory investment in Phillips 66

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Phillips 66 by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $8.9k 75 119.31
2025-03-31 $7.0k 68 103.13
2024-12-31 $7.2k 63 113.94

More positions owned by Principia Wealth Advisory

Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Trueshares Structured Outcome Etf (SEPZ)
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Eyepoint Pharmaceuticals Stock (EYPT)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Adverum Biotechnologies Stock (ADVM)
San Juan Basin Rty Tr Unit Ben Int Stock (SJT)
Ishares Gold Trust Etf (IAU)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Silver Trust Etf (SLV)
Schwab Fundamental Int'l Large Cap Index Etf (FNDF)

View all positions for Principia Wealth Advisory

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
Morgan Stanley
UBS Group
Invesco
Charles Schwab Investment Management
Northern Trust
FMR
Barrow, Hanley, Mewhinney & Strauss

View all funds holding Phillips 66