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Phillips 66 shares owned by TruNorth Capital Management

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

Historical chart of TruNorth Capital Management investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by TruNorth Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $20k 150 136.02
2025-06-30 $18k 150 119.30
2025-03-31 $23k 189 123.48
2024-12-31 $22k 189 113.93
2024-09-30 $20k 150 131.45
2024-06-30 $21k 150 141.17

More positions owned by TruNorth Capital Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Dimensional Etf Trust Global Core Plus (DFGP)
Stryker Corporation (SYK)
Spdr Series Trust Nuveen Ice Short (SHM)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for TruNorth Capital Management

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

View all funds holding Phillips 66