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Phillips 66 shares owned by Wealth Management Associates

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

Historical chart of Wealth Management Associates investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Wealth Management Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 7.3k 182.19
2024-06-30 $220k 1.6k 141.20
2024-03-31 $220k 1.6k 141.20
2023-12-31 $208k 1.6k 133.18

More positions owned by Wealth Management Associates

Apple (AAPL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Select Divid Etf (DVY)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Palantir Technologies Cl A (PLTR)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Intl Sel Div Etf (IDV)
Ishares Tr Core S&p Ttl Stk (ITOT)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Kinder Morgan (KMI)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Wealth Management Associates

Top funds holding Phillips 66

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Elliott Investment Management
Wells Fargo & Company
Geode Capital Management
Harris Associates L.P
Morgan Stanley
Bank of New York Mellon
Goldman Sachs Group
FMR
Invesco
Charles Schwab Investment Management

View all funds holding Phillips 66