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Phillips 66 shares owned by FSC Wealth Advisors

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

Historical chart of FSC Wealth Advisors investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by FSC Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $33k 199 163.34
2023-12-31 $70k 522 133.14
2023-09-30 $24k 199 120.15
2023-06-30 $19k 199 95.38
2023-03-31 $20k 199 101.38

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Ishares Tr Russell 2000 Etf (IWM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Select Sector Spdr Tr Sbi Healthcare (XLV)
First Tr Exchange-traded Dj Internt Idx (FDN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard World Mega Grwth Ind (MGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)

View all positions for FSC Wealth Advisors

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