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Phillips 66 shares owned by SWAN Capital

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by SWAN Capital from 13F filings

Historical chart of SWAN Capital investment in Phillips 66

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All positions including Phillips 66 held by SWAN Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by SWAN Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4k 18 136.00
2025-06-30 $4.4k 37 119.30

More positions owned by SWAN Capital

Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard World Inf Tech Etf (VGT)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Pfd And Incm Sec (PFF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Utilities Etf (VPU)
Vanguard World Energy Etf (VDE)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for SWAN Capital

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
Morgan Stanley
UBS Group
Invesco
Charles Schwab Investment Management
Northern Trust
FMR
Barrow, Hanley, Mewhinney & Strauss

View all funds holding Phillips 66