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Phillips 66 shares owned by Winnow Wealth

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

Historical chart of Winnow Wealth investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Winnow Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $36k 262 137.00
2025-03-31 $32k 262 123.38
2024-12-31 $29k 255 113.84

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Innovator Equity Managed Floor ETF Etf (SFLR)
FT Vest U.S. Equity Deep Buffer ETF - June Etf (DJUN)
FT Vest U.S. Equity Deep Buffer ETF - July Etf (DJUL)
FT Vest U.S. Equity Deep Buffer ETF - April Etf (DAPR)
FT Vest U.S. Equity Deep Buffer ETF - August Etf (DAUG)
Innovator Defined Wealth Shield ETF Etf (BALT)
Exxon Mobil Corporation (XOM)
Innovator Nasdaq-100 Managed Floor ETF Etf (QFLR)
Innovator U.S. Small Cap Managed Floor ETF Etf (RFLR)
Johnson & Johnson (JNJ)
Credit Suisse Ag Nassau Brh (GLDI)
Applovin Corp Class A (APP)
FT Vest SMID Rising Dividend Achievers Target Income ETF Etf (SDVD)
Fox Corp (FOXA)
Broadcom (AVGO)

View all positions for Winnow Wealth

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