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Phillips 66 shares owned by Retirement Planning Group

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

Historical chart of Retirement Planning Group investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $245k 1.8k 136.05
2012-12-31 $84k 1.6k 53.10
2012-09-30 $88k 1.9k 47.16
2012-06-30 $38k 1.1k 33.39

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Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Pimco Etf Tr Multisector Bd (PYLD)
Victory Portfolios Ii Core Intrmediate (UBND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
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Ea Series Trust Freedom 100 Em (FRDM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Neos Etf Trust Neos Enhcd Inme (BNDI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Costco Wholesale Corporation (COST)
Apple (AAPL)

View all positions for Retirement Planning Group

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

View all funds holding Phillips 66