Waterloo Capital »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Phillips 66 by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $371k 2.3k 163.35

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Apple (AAPL)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)

View all positions for Waterloo Capital

Top funds holding Phillips 66

Vanguard Group
BlackRock
State Street Corporation
Wells Fargo & Company
Geode Capital Management
Harris Associates L.P
Bank of New York Mellon
Barclays
Morgan Stanley
Bank of America Corporation
Invesco
Jpmorgan Chase & Co
Dimensional Fund Advisors
Charles Schwab Investment Management
Barrow, Hanley, Mewhinney & Strauss

View all funds holding Phillips 66