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Phillips 66 shares owned by BKM Wealth Management

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

Historical chart of BKM Wealth Management investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 16k 163.34
2023-12-31 $2.1M 16k 133.14

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Top funds holding Phillips 66

Vanguard Group
BlackRock
Wells Fargo & Company
Wellington Management Company
Geode Capital Management
Bank of New York Mellon
Harris Associates L.P
Barclays
Morgan Stanley
FMR
Robeco Investment Management
Bank of America Corporation
Northern Trust
Jpmorgan Chase & Co
UBS Group

View all funds holding Phillips 66