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Phillips 66 shares owned by Redmont Wealth Advisors

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

Historical chart of Redmont Wealth Advisors investment in Phillips 66

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Phillips 66 by Redmont Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $23k 174 131.45
2024-06-30 $25k 174 141.17
2024-03-31 $28k 174 163.34

More positions owned by Redmont Wealth Advisors

Invesco S&p 500 Equal Weight Etf Etf (RSP)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Ishares Preferred & Income Securities Etf Etf (PFF)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Avantis International Large Cap Value Etf Etf (AVIV)
Ishares Select Dividend Etf Etf (DVY)
Capital Southwest Corp Cef (CSWC)
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Jefferies Finl Group Stock (JEF)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Superior Group Of Stock (SGC)

View all positions for Redmont Wealth Advisors

Top funds holding Phillips 66

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Wells Fargo & Company
Harris Associates L.P
Bank of New York Mellon
Geode Capital Management
Barclays
Morgan Stanley
Bank of America Corporation
Northern Trust
Invesco
Dimensional Fund Advisors
Jpmorgan Chase & Co

View all funds holding Phillips 66