Smith, Moore & Co.
- SEC CIK
- 0000200724
- Latest filing
- Aug 12, 2026
PSX holding history
Phillips 66 in every 13F filed by Smith, Moore & Co., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PSX overviewAll 13F holders of PSXFull Q2 2026 holdings
- Shares (Q2 2026)
- 9,730
- Value
- $1.64M
- % of portfolio
- 0.1%
- Quarters held
- 22
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 9,730 | $1.64M | 0.1% | −43−0.4% | Reduced | Holders |
| Q1 2026 | 9,773 | $1.78M | 0.1% | +109+1.1% | Added | Holders |
| Q4 2025 | 9,664 | $1.25M | 0.1% | −304−3.0% | Reduced | Holders |
| Q3 2025 | 9,968 | $1.36M | 0.1% | −40−0.4% | Reduced | Holders |
| Q2 2025 | 10,008 | $1.19M | 0.1% | +164+1.7% | Added | Holders |
| Q1 2025 | 9,844 | $1.22M | 0.1% | −888−8.3% | Reduced | Holders |
| Q4 2024 | 10,732 | $1.22M | 0.1% | +91+0.9% | Added | Holders |
| Q3 2024 | 10,641 | $1.40M | 0.1% | −1,450−12.0% | Reduced | Holders |
| Q2 2024 | 12,091 | $1.71M | 0.2% | +241+2.0% | Added | Holders |
| Q1 2024 | 11,850 | $1.94M | 0.2% | −870−6.8% | Reduced | Holders |
| Q4 2023 | 12,720 | $1.69M | 0.2% | +78+0.6% | Added | Holders |
| Q3 2023 | 12,642 | $1.52M | 0.2% | +859+7.3% | Added | Holders |
| Q2 2023 | 11,783 | $1.12M | 0.1% | +728+6.6% | Added | Holders |
| Q1 2023 | 11,055 | $1.12M | 0.2% | +127+1.2% | Added | Holders |
| Q4 2022 | 10,928 | $1.14M | 0.2% | −221−2.0% | Reduced | Holders |
| Q3 2022 | 11,149 | $900.0K | 0.1% | −814−6.8% | Reduced | Holders |
| Q2 2022 | 11,963 | $981.0K | 0.2% | −409−3.3% | Reduced | Holders |
| Q1 2022 | 12,372 | $1.07M | 0.1% | +443+3.7% | Added | Holders |
| Q4 2021 | 11,929 | $864.0K | 0.1% | +160+1.4% | Added | Holders |
| Q3 2021 | 11,769 | $824.0K | 0.1% | −79−0.7% | Reduced | Holders |
| Q2 2021 | 11,848 | $1.02M | 0.2% | +466+4.1% | Added | Holders |
| Q1 2021 | 11,382 | $928.0K | 0.2% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.