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Phillips 66 shares owned by Plante Moran Financial Advisors

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Plante Moran Financial Advisors from 13F filings

Historical chart of Plante Moran Financial Advisors investment in Phillips 66

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Quarterly reported holdings in Phillips 66 by Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $107k 657 163.34
2023-12-31 $91k 683 133.14
2023-09-30 $77k 644 120.15
2023-06-30 $69k 725 95.38
2023-03-31 $61k 600 101.38
2022-12-31 $91k 872 104.08
2022-09-30 $71k 878 80.87
2022-06-30 $76k 931 81.63
2022-03-31 $73k 849 85.98
2021-12-31 $45k 623 72.23
2021-09-30 $38k 549 69.22
2021-06-30 $59k 691 85.38
2021-03-31 $47k 574 81.88
2020-12-31 $46k 654 70.34
2020-09-30 $33k 634 52.05
2020-06-30 $46k 634 72.56
2020-03-31 $13k 234 55.56
2019-12-31 $54k 484 111.57
2019-09-30 $101k 985 102.54
2019-06-30 $130k 1.4k 93.73
2019-03-31 $171k 1.8k 95.32
2018-12-31 $119k 1.4k 86.17
2018-09-30 $273k 2.4k 112.86
2018-06-30 $277k 2.5k 112.51
2018-03-31 $245k 2.6k 95.97
2017-12-31 $155k 1.5k 100.91
2017-09-30 $154k 1.7k 91.45
2017-06-30 $139k 1.7k 82.54
2017-03-31 $149k 1.9k 79.30
2016-12-31 $148k 1.7k 86.15
2016-09-30 $74k 921 80.35
2016-06-30 $81k 1.0k 79.41
2016-03-31 $124k 1.4k 86.59
2015-12-31 $94k 1.1k 81.95
2015-09-30 $95k 1.2k 76.49
2015-06-30 $128k 1.6k 80.25
2015-03-31 $83k 1.1k 79.05
2014-12-31 $80k 1.1k 72.01
2014-09-30 $94k 1.2k 80.96
2014-06-30 $108k 1.3k 80.30
2014-03-31 $58k 758 76.52
2013-12-31 $50k 642 77.88
2013-09-30 $37k 642 57.63
2013-06-30 $50k 851 58.75

More positions owned by Plante Moran Financial Advisors

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Extended Market Etf Etf (VXF)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Large-cap Etf Etf (VV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Small Cap Value Etf Etf (VBR)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Pepsico Stock (PEP)
Ishares Core S&p 500 Etf Etf (IVV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Vanguard Total Stock Market Etf Etf (VTI)
Nvidia Corporation Stock (NVDA)

View all positions for Plante Moran Financial 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