Watermark Asset Management »

Phillips 66 shares owned by Watermark Asset Management

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

Historical chart of Watermark Asset Management investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by Watermark Asset Management 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 Watermark Asset Management

Quarter filed Position value Share count Share price at filing
2018-12-31 $17k 195 87.18
2018-09-30 $22k 195 112.82
2018-06-30 $22k 195 112.82
2018-03-31 $19k 195 97.44
2017-12-31 $20k 195 102.56
2017-09-30 $18k 195 92.31
2017-06-30 $16k 195 82.05
2017-03-31 $15k 195 76.92

More positions owned by Watermark Asset Management

iShares S&P 500 Index (IVV)
iShares Lehman Aggregate Bond (AGG)
Vanguard Europe Pacific ETF (VEA)
iShares S&P MidCap 400 Index (IJH)
Schwab U S Broad Market ETF (SCHB)
iShares S&P SmallCap 600 Index (IJR)
Vanguard Emerging Markets ETF (VWO)
Schwab Strategic Tr us aggregate b (SCHZ)
Vanguard Total Stock Market ETF (VTI)
Schwab International Equity ETF (SCHF)
Vanguard FTSE All-World ex-US ETF (VEU)
Spdr Series Trust dj ttl mkt etf (SPTM)
Schwab Strategic Tr us lrg cap etf (SCHX)
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR)
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB)

View all positions for Watermark Asset Management

Top funds holding Phillips 66

Vanguard Group
BlackRock
Wells Fargo & Company
Wellington Management Company
Geode Capital Management
Bank of New York Mellon
Harris Associates L.P
Barclays
Morgan Stanley
FMR
Robeco Investment Management
Bank of America Corporation
Northern Trust
Jpmorgan Chase & Co
UBS Group

View all funds holding Phillips 66