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Phillips 66 shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment Advisors investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by Roehl & Yi Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0M 5.5k 182.18
2025-09-30 $764k 5.6k 136.02
2025-06-30 $689k 5.8k 119.30
2025-03-31 $712k 5.8k 123.48
2024-12-31 $647k 5.7k 113.93

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Top funds holding Phillips 66

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Elliott Investment Management
Wells Fargo & Company
Geode Capital Management
Harris Associates L.P
Morgan Stanley
Bank of New York Mellon
Goldman Sachs Group
FMR
Invesco
Charles Schwab Investment Management

View all funds holding Phillips 66