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Phillips 66 shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $387k 3.0k 129.06
2025-09-30 $509k 3.7k 136.00
2025-06-30 $260k 2.2k 119.29
2025-03-31 $229k 1.9k 123.45
2024-03-31 $371k 2.3k 163.35

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View all positions for Waterloo Capital

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
Norges Bank Investment Management
Charles Schwab Investment Management
Invesco
Northern Trust
FMR
UBS Group
Dimensional Fund Advisors

View all funds holding Phillips 66