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Phillips 66 shares owned by Zhang Financial

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

Historical chart of Zhang Financial investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Zhang Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $240k 1.3k 182.15

More positions owned by Zhang Financial

Vanguard S&p S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Us Us Equity Etf (DFUS)
Ishares Core Core S&p Ttl Stk (ITOT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intermediate Intermed Term (BIV)
Dimensional Us Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Core Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Total Total Bnd Mrkt (BND)
Apple (AAPL)
Vanguard Small Sm Cp Val Etf (VBR)
Vanguard High High Div Yld (VYM)
Ishares Gold Ishares (IAU)

View all positions for Zhang Financial

Top funds holding Phillips 66

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Elliott Investment Management
Wells Fargo & Company
Geode Capital Management
Harris Associates L.P
Morgan Stanley
Bank of New York Mellon
Goldman Sachs Group
FMR
Invesco
Charles Schwab Investment Management

View all funds holding Phillips 66