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Phillips 66 shares owned by Wolff Financial Management

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

Historical chart of Wolff Financial Management investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Wolff Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $296k 1.8k 163.09
2023-12-31 $242k 1.8k 133.33
2023-09-30 $218k 1.8k 120.11
2019-12-31 $235k 2.1k 111.37
2019-09-30 $216k 2.1k 102.37

More positions owned by Wolff Financial Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Lancaster Colony (LANC)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Ishares Tr Core High Dv Etf (HDV)

View all positions for Wolff Financial Management

Top funds holding Phillips 66

Vanguard Group
Wells Fargo & Company
Barclays
Wellington Management Company
Bank of New York Mellon
Harris Associates L.P
Bank of America Corporation
Norges Bank Investment Management
Legal & General Group
Robeco Investment Management
Dimensional Fund Advisors
Barrow, Hanley, Mewhinney & Strauss
UBS Group
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Phillips 66