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Bailard, Inc.

SEC CIK
0000750641
Latest filing
Jul 30, 2026

PSX holding history

Phillips 66 in every 13F filed by Bailard, Inc., 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 (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of PSX by Bailard, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−21,972−100.0%Sold outHolders
Q4 202221,972$2.29M0.1%−343−1.5%ReducedHolders
Q3 202222,315$1.80M0.1%+651+3.0%AddedHolders
Q2 202221,664$1.78M0.1%+5,629+35.1%AddedHolders
Q1 202216,035$1.39M<0.1%+251+1.6%AddedHolders
Q4 202115,784$1.14M<0.1%−38−0.2%ReducedHolders
Q3 202115,822$1.11M<0.1%+310+2.0%AddedHolders
Q2 202115,512$1.33M<0.1%+1,394+9.9%AddedHolders
Q1 202114,118$1.15M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.