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Phillips 66 shares owned by Western Pacific Wealth Management

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

Historical chart of Western Pacific Wealth Management investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Western Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $119k 845 141.17
2024-03-31 $138k 845 163.34
2021-12-31 $18k 250 72.00

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Top funds holding Phillips 66

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

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