Charles Schwab · PSX Holdings Trend
Phillips 66 · SEC 13F
Charles Schwab Holdings of PSX by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 2.9M | $475M | — |
| 2024Q2 | 2.9M | $407M | -14.2% |
| 2024Q3 | 2.9M | $381M | -6.3% |
| 2024Q4 | 3.0M | $342M | -10.3% |
| 2025Q1 | 3.1M | $383M | +12.0% |
| 2025Q2 | 3.3M | $390M | +1.8% |
| 2025Q3 | 7.0M | $908M | +132.7% |
| 2025Q4 | 3.9M | $509M | -43.9% |
| 2026Q1 | 4.0M | $723M | +42.1% |
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Data source: SEC EDGAR Form 13F