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Phillips 66 shares owned by CBIZ Investment Advisory Services

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by CBIZ Investment Advisory Services from 13F filings

Historical chart of CBIZ Investment Advisory Services investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by CBIZ Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by CBIZ Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $52k 320 163.34

More positions owned by CBIZ Investment Advisory Services

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
TransDigm Group Incorporated (TDG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard World Esg Intl Stk Etf (VSGX)

View all positions for CBIZ Investment Advisory Services

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