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Phillips 66 shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in Phillips 66

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Phillips 66 by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $234k 1.8k 129.04

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View all positions for Sax Wealth Advisors

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