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Phillips 66 shares owned by TrueWealth Advisors

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

Historical chart of TrueWealth Advisors investment in Phillips 66

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Phillips 66 by TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $205k 803 255.19
2024-06-30 $370k 2.6k 141.18
2024-03-31 $254k 1.6k 163.39

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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust St Str P500val (SPYV)
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First Tr Exchange Traded Smid Risng Etf (SDVY)
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Ea Series Trust Freedom 100 Em (FRDM)
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Select Sector Spdr Tr St Str Techn Etf (XLK)
Fidelity Covington Trust Enhanced Intl (FENI)
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)

View all positions for TrueWealth Advisors

Top funds holding Phillips 66

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Elliott Investment Management
Wells Fargo & Company
Geode Capital Management
Bank of New York Mellon
Goldman Sachs Group
AQR Capital Management
Norges Bank Investment Management
Charles Schwab Investment Management
Sixth Street Partners Management Company
Invesco
FMR

View all funds holding Phillips 66