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Phillips 66 shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners investment in Phillips 66

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Phillips 66 by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $108k 766 141.11
2024-03-31 $117k 715 163.27
2023-09-30 $100k 833 120.10
2023-06-30 $82k 863 95.34
2023-03-31 $85k 840 101.38

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Avantis International Equity Etf Etf (AVDE)
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Apple Stock (AAPL)
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Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

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

View all funds holding Phillips 66