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Phillips 66 shares owned by Transamerica Financial Advisors

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

Historical chart of Transamerica Financial Advisors investment in Phillips 66

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Phillips 66 by Transamerica Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $221k 1.6k 135.98
2025-06-30 $181k 1.5k 119.28
2025-03-31 $207k 1.7k 123.88
2024-12-31 $192k 1.7k 114.08
2024-09-30 $220k 1.7k 131.42
2024-06-30 $163k 1.1k 141.86
2024-03-31 $188k 1.1k 163.62
2023-12-31 $161k 1.2k 133.50
2023-09-30 $171k 1.4k 120.34
2023-06-30 $184k 1.9k 95.73
2023-03-31 $53k 521 101.73
2022-12-31 $55k 521 105.57
2022-09-30 $43k 521 82.53
2022-06-30 $43k 521 82.53
2020-06-30 $1.0k 1 1000.00
2019-12-31 $1.0k 1 1000.00
2019-06-30 $181k 1.9k 93.54
2018-12-31 $458k 5.3k 86.22
2018-09-30 $1.4M 12k 112.73
2018-06-30 $1.4M 13k 112.34
2018-03-31 $285k 3.0k 96.15
2016-03-31 $577k 6.7k 86.66
2015-12-31 $251k 3.1k 82.11
2015-09-30 $235k 3.1k 76.87
2015-06-30 $246k 3.0k 80.81
2015-03-31 $112k 1.4k 78.71
2014-12-31 $249k 3.5k 71.72
2014-09-30 $837k 10k 81.38
2014-06-30 $276k 3.5k 79.54
2014-03-31 $248k 3.2k 77.14
2013-12-31 $35k 451 77.61
2013-09-30 $7.0k 116 60.34
2013-06-30 $7.0k 116 60.34
2012-09-30 $16k 340 47.06
2012-06-30 $35k 1.1k 33.33

More positions owned by Transamerica Financial Advisors

Listed Fds Tr Stf Tactical Grw (TUG)
Vanguard Index Fds Large Cap Etf (VV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Invesco Exchange Traded Fd T Dorsey Wrgt Finl (PFI)
Wisdomtree Tr Em Ex St-owned (XSOE)
Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PEZ)

View all positions for Transamerica Financial Advisors

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

View all funds holding Phillips 66