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Phillips 66 shares owned by WealthBridge Capital Management

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

Historical chart of WealthBridge Capital Management investment in Phillips 66

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Phillips 66 by WealthBridge Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $381k 2.9k 131.47
2024-06-30 $290k 2.1k 141.20
2024-03-31 $325k 2.0k 163.30
2023-12-31 $246k 1.9k 133.15
2023-09-30 $223k 1.9k 120.18
2023-03-31 $287k 2.8k 101.38
2022-12-31 $217k 2.1k 104.08
2022-09-30 $360k 4.4k 82.04
2022-06-30 $360k 4.4k 82.04
2019-03-31 $82k 955 85.86
2018-12-31 $84k 970 86.60

More positions owned by WealthBridge Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Expnd Tec Sc Etf (IGM)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for WealthBridge Capital Management

Top funds holding Phillips 66

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Wells Fargo & Company
Harris Associates L.P
Bank of New York Mellon
Geode Capital Management
Barclays
Morgan Stanley
Bank of America Corporation
Northern Trust
Invesco
Dimensional Fund Advisors
Jpmorgan Chase & Co

View all funds holding Phillips 66