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Phillips 66 shares owned by Sarver Vrooman Wealth Advisors

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

Historical chart of Sarver Vrooman Wealth Advisors investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Sarver Vrooman Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $82k 633 129.04
2025-09-30 $74k 547 136.02
2025-06-30 $65k 547 119.30
2025-03-31 $68k 547 123.48

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Top funds holding Phillips 66

Vanguard Group
BlackRock
State Street Corporation
Elliott Investment Management
Wells Fargo & Company
Harris Associates L.P
Geode Capital Management
Bank of New York Mellon
Norges Bank Investment Management
Charles Schwab Investment Management
Invesco
Northern Trust
FMR
UBS Group
Dimensional Fund Advisors

View all funds holding Phillips 66