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Phillips 66 shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in Phillips 66

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All positions including Phillips 66 held by Trivant Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.1k 25 163.36
2023-12-31 $3.3k 25 133.16
2023-09-30 $3.0k 25 120.16
2023-06-30 $2.4k 25 95.40
2023-03-31 $2.5k 25 101.40

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Top funds holding Phillips 66

Vanguard Group
Wells Fargo & Company
Barclays
Wellington Management Company
Harris Associates L.P
Bank of New York Mellon
Bank of America Corporation
Norges Bank Investment Management
Legal & General Group
Robeco Investment Management
Dimensional Fund Advisors
Barrow, Hanley, Mewhinney & Strauss
UBS Group
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Phillips 66