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Phillips 66 shares owned by Vertrix Wealth Management

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

Historical chart of Vertrix Wealth Management investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Vertrix Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $217k 850 255.31

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Vanguard Bd Index Fds Short Trm Bond (BSV)
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View all positions for Vertrix Wealth Management

Top funds holding Phillips 66

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

View all funds holding Phillips 66