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Phillips 66 shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell Wealth Management investment in Phillips 66

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All positions including Phillips 66 held by Nelson, Van Denburg & Campbell Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 9.4k 163.35
2023-12-31 $1.1M 8.2k 133.15
2023-09-30 $968k 8.1k 120.16
2023-06-30 $668k 7.0k 95.39
2023-03-31 $665k 6.6k 101.38
2022-12-31 $596k 5.7k 104.09
2022-09-30 $452k 5.6k 80.66
2022-06-30 $447k 5.5k 81.82
2022-03-31 $394k 4.6k 86.20
2021-12-31 $327k 4.5k 72.39
2021-09-30 $337k 4.8k 69.86
2021-06-30 $352k 4.1k 85.69
2021-03-31 $331k 4.1k 81.37
2020-12-31 $265k 3.8k 69.87
2020-09-30 $117k 2.3k 51.50
2020-06-30 $160k 2.2k 71.56
2020-03-31 $301k 5.7k 53.08
2019-12-31 $389k 3.5k 111.46
2019-09-30 $336k 3.3k 100.60
2019-06-30 $241k 2.6k 93.12
2019-03-31 $243k 2.6k 94.54
2018-12-31 $211k 2.5k 86.12
2018-09-30 $209k 1.9k 112.97
2018-06-30 $23k 205 112.20
2018-03-31 $21k 223 94.17
2017-12-31 $22k 222 99.10
2017-09-30 $19k 202 94.06
2017-06-30 $27k 329 82.07
2017-03-31 $16k 200 80.00
2016-12-31 $17k 199 85.43
2016-09-30 $16k 198 80.81
2016-06-30 $16k 197 81.22
2016-03-31 $62k 721 85.99
2015-12-31 $16k 195 82.05
2015-09-30 $15k 195 76.92
2015-06-30 $17k 215 79.07
2015-03-31 $17k 215 79.07
2014-12-31 $15k 215 69.77
2014-09-30 $17k 215 79.07
2014-06-30 $17k 215 79.07
2014-03-31 $32k 415 77.11

More positions owned by Nelson, Van Denburg & Campbell Wealth Management

Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Growth Etf Etf (VUG)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)
Vanguard Mid Cap Growth Etf Etf (VOT)
Ishares S&p 500 Index Etf (IVV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Active Value Etf Etf (JAVA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Active Growth Etf Etf (JGRO)
Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV)
Microsoft Stock (MSFT)
Schwab Us Large Cap Growth Etf Etf (SCHG)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)

View all positions for Nelson, Van Denburg & Campbell Wealth Management

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