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Phillips 66 shares owned by Root Financial Partners

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

Historical chart of Root Financial Partners investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $521k 2.9k 182.20
2025-12-31 $183k 1.4k 129.05
2025-09-30 $234k 1.7k 136.01

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View all positions for Root Financial Partners

Top funds holding Phillips 66

Vanguard Group
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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