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Phillips 66 shares owned by Schrum Private Wealth Management

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

Historical chart of Schrum Private Wealth Management investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by Schrum Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Schrum Private Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $224k 1.2k 182.19
2024-09-30 $243k 1.8k 131.45
2024-06-30 $232k 1.6k 141.17
2024-03-31 $268k 1.6k 163.34
2022-06-30 $212k 2.6k 82.14
2022-03-31 $219k 2.6k 83.24
2021-12-31 $236k 3.3k 71.93

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View all positions for Schrum Private Wealth Management

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