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Phillips 66 shares owned by Uniting Wealth Partners

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Uniting Wealth Partners from 13F filings

Historical chart of Uniting Wealth Partners investment in Phillips 66

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All positions including Phillips 66 held by Uniting Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Uniting Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $330k 2.4k 136.02
2025-06-30 $407k 3.4k 119.29
2025-03-31 $420k 3.4k 123.47
2024-12-31 $387k 3.4k 113.94

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View all positions for Uniting Wealth Partners

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