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Phillips 66 shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in Phillips 66

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Phillips 66 by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $48k 361 131.45
2024-03-31 $50k 305 163.34
2023-12-31 $41k 305 133.14

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

Top funds holding Phillips 66

Vanguard Group
BlackRock
State Street Corporation
Wells Fargo & Company
Geode Capital Management
Harris Associates L.P
Bank of New York Mellon
Barclays
Morgan Stanley
Bank of America Corporation
Invesco
Jpmorgan Chase & Co
Dimensional Fund Advisors
Charles Schwab Investment Management
Barrow, Hanley, Mewhinney & Strauss

View all funds holding Phillips 66