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Phillips 66 shares owned by Quotient Wealth Partners

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

Historical chart of Quotient Wealth Partners investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Quotient Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.7M 35k 133.14

More positions owned by Quotient Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Mbs Etf (MBB)
Blackrock Etf Trust Ii Flexible Income (BINC)
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC)
Ishares Tr Hdg Msci Eafe (HEFA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Exxon Mobil Corporation (XOM)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr Bloomberg High Y (JNK)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Quotient Wealth Partners

Top funds holding Phillips 66

Vanguard Group
BlackRock
Wells Fargo & Company
Wellington Management Company
Geode Capital Management
Bank of New York Mellon
Harris Associates L.P
Barclays
Morgan Stanley
FMR
Robeco Investment Management
Bank of America Corporation
Northern Trust
Jpmorgan Chase & Co
UBS Group

View all funds holding Phillips 66