Wealthcare Capital Partners »

Phillips 66 shares owned by Wealthcare Capital Partners

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

Historical chart of Wealthcare Capital Partners investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by Wealthcare Capital Partners 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 Wealthcare Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $216k 1.6k 136.03
2025-03-31 $220k 1.8k 123.46

More positions owned by Wealthcare Capital Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Total Stk Mkt (VTI)
UnitedHealth (UNH)
Spdr Series Trust Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Series Trust Portfolio S&p600 (SPSM)
Microsoft Corporation (MSFT)

View all positions for Wealthcare Capital Partners

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
Morgan Stanley
UBS Group
Invesco
Charles Schwab Investment Management
Northern Trust
FMR
Barrow, Hanley, Mewhinney & Strauss

View all funds holding Phillips 66