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Phillips 66 shares owned by Vista Wealth Management Group

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Vista Wealth Management Group from 13F filings

Historical chart of Vista Wealth Management Group investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by Vista Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Vista Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $264k 1.6k 163.34
2019-12-31 $201k 1.8k 111.36

More positions owned by Vista Wealth Management Group

Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Nu Hldgs Ord Shs Cl A (NU)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Doordash Cl A (DASH)
Snowflake Cl A (SNOW)
Ccc Intelligent Solutions Holdings (CCCS)
Datadog Cl A Com (DDOG)
NVIDIA Corporation (NVDA)
Procore Technologies (PCOR)

View all positions for Vista Wealth Management Group

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