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Phillips 66 shares owned by Redwood Wealth Management Group

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

Historical chart of Redwood Wealth Management Group investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by Redwood 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 Redwood Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $221k 1.7k 131.46
2024-06-30 $261k 1.8k 141.20
2024-03-31 $305k 1.9k 163.32
2023-12-31 $242k 1.8k 133.12
2023-09-30 $224k 1.9k 120.14

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View all positions for Redwood Wealth Management Group

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