WFA of San Diego »

Phillips 66 shares owned by WFA of San Diego

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by WFA of San Diego from 13F filings

Historical chart of WFA of San Diego investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by WFA of San Diego 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 WFA of San Diego

Quarter filed Position value Share count Share price at filing
2024-09-30 $42k 319 131.45
2023-09-30 $38k 319 120.15
2023-06-30 $30k 319 95.38
2022-12-31 $48k 459 104.04
2022-06-30 $25k 300 83.33

More positions owned by WFA of San Diego

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Lincoln Electric Holdings (LECO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Qualcomm (QCOM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Actively Managed Exc S&p500 Downsid (PHDG)
Amazon (AMZN)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)

View all positions for WFA of San Diego

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