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Phillips 66 shares owned by Trifecta Capital Advisors

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

Historical chart of Trifecta Capital Advisors investment in Phillips 66

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Phillips 66 by Trifecta Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $846 5 169.20
2024-06-30 $10k 71 141.18

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Top funds holding Phillips 66

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Elliott Investment Management
Wells Fargo & Company
Geode Capital Management
Morgan Stanley
Bank of New York Mellon
Goldman Sachs Group
T. Rowe Price Associates
AQR Capital Management
Norges Bank Investment Management
Charles Schwab Investment Management
Sixth Street Partners Management Company

View all funds holding Phillips 66