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Phillips 66 shares owned by Wealth Preservation Advisors

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

Historical chart of Wealth Preservation Advisors investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Wealth Preservation Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $68k 523 129.04

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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
FMR
Charles Schwab Investment Management
Invesco
Northern Trust
AQR Capital Management
UBS Group

View all funds holding Phillips 66