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Phillips 66 shares owned by Values First Advisors

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

Historical chart of Values First Advisors investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Values First Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $30k 229 131.33

More positions owned by Values First Advisors

Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ensign (ENSG)
Emergent BioSolutions (EBS)
Monolithic Power Systems (MPWR)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Mid-America Apartment (MAA)
National Retail Properties (NNN)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Vaalco Energy Com New (EGY)
LeMaitre Vascular (LMAT)
Alnylam Pharmaceuticals (ALNY)

View all positions for Values First Advisors

Top funds holding Phillips 66

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Wells Fargo & Company
Harris Associates L.P
Bank of New York Mellon
Geode Capital Management
Barclays
Morgan Stanley
Bank of America Corporation
Northern Trust
Invesco
Dimensional Fund Advisors
Jpmorgan Chase & Co

View all funds holding Phillips 66