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Phillips 66 shares owned by Family Firm

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

Historical chart of Family Firm investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Family Firm

Quarter filed Position value Share count Share price at filing
2024-03-31 $203k 1.2k 163.34
2018-09-30 $200k 1.8k 112.49
2018-06-30 $205k 1.8k 112.27
2016-03-31 $205k 2.4k 86.50

More positions owned by Family Firm

Ishares Russell 3000 Etf Etf (IWV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Bond Market Etf Etf (BND)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares North American Natural Resources Etf Etf (IGE)
Ishares Tips Bond Etf Etf (TIP)
Vanguard Russell 3000 Etf Etf (VTHR)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Schwab U.s. Broad Market Etf Etf (SCHB)
Apple Stock (AAPL)
Ishares International Treasury Bond Etf Etf (IGOV)
Vanguard Real Estate Etf Etf (VNQ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for Family Firm

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