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Strategic Investment Solutions »

Phillips 66 shares owned by Strategic Investment Solutions

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Strategic Investment Solutions from 13F filings

Historical chart of Strategic Investment Solutions investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by Strategic Investment Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Strategic Investment Solutions

Quarter filed	Position value	Share count	Share price at filing
2023-09-30	$2.5M	24k	105.15
2023-06-30	$34k	370	93.10
2023-03-31	$58k	574	101.28

More positions owned by Strategic Investment Solutions

Dfa Global Equity I Equity Funds (DGEIX)

Schwab Us Dividend Equity Etf Uit Exchange Traded (SCHD)

Dfa Global Allocation 25/75 I Equity Funds (DGTSX)

Dimensional U S Targetedvalue Etf Uit Exchange Traded (DFAT)

Vanguard Wellesley Income Admiral Equity Funds (VWIAX)

Vanguard Growth Etf Uit Exchange Traded (VUG)

Dimensional Us Marketwide Value Etf Uit Exchange Traded (DFUV)

Berkshire Hathaway Class B Common Stock (BRK.B)

American Funds American Mutual F2 Ntf Equity Funds (AMRFX)

Dimensional U S Core Equity 2 Etf Uit Exchange Traded (DFAC)

Vgrd Stc Etf Dv Uit Exchange Traded (VCSH)

Ishares Core Msci Totl Intl Stck Etf Uit Exchange Traded (IXUS)

Dimensional Us Core Equity Markt Etf Uit Exchange Traded (DFAU)

Dimensional Us High Proftblty Etf Uit Exchange Traded (DUHP)

Dimensional Wld Ex Us Creq 2 Etf Uit Exchange Traded (DFAX)

View all positions for Strategic Investment Solutions

Top funds holding Phillips 66

Wells Fargo & Company

Wellington Management Company

Bank of New York Mellon

Harris Associates L.P

Bank of America Corporation

Norges Bank Investment Management

Legal & General Group

Robeco Investment Management

Dimensional Fund Advisors

Barrow, Hanley, Mewhinney & Strauss

Jpmorgan Chase & Co

Charles Schwab Investment Management

View all funds holding Phillips 66

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