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Phillips 66 shares owned by Sunburst Financial Group

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

Historical chart of Sunburst Financial Group investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Sunburst Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $200k 1.1k 182.18
2023-12-31 $200k 1.5k 133.14

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Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Msci Intl Qualty (IQLT)
Spdr Series Trust State Street Spd (SPYG)
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Etf Ser Solutions Aptus Defined (DRSK)
Ishares Tr Mrgstr Md Cp Etf (IMCB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core Divid Etf (DIVB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Etf Ser Solutions Aptus Enhanced (JUCY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Sunburst Financial Group

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