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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

PSX holding history

Phillips 66 in every 13F filed by Clearstead Advisors, LLC, 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)
9,870
Value
$1.67M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PSX by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,870$1.67M<0.1%−794−7.4%ReducedHolders
Q1 202610,664$1.94M<0.1%−1,520−12.5%ReducedHolders
Q4 202512,184$1.57M<0.1%+382+3.2%AddedHolders
Q3 202511,802$1.61M<0.1%−3,080−20.7%ReducedHolders
Q2 202514,882$1.78M<0.1%+1,430+10.6%AddedHolders
Q1 202513,452$1.66M<0.1%+444+3.4%AddedHolders
Q4 202413,008$1.48M<0.1%−806−5.8%ReducedHolders
Q3 202413,814$1.82M<0.1%+232+1.7%AddedHolders
Q2 202413,582$1.92M<0.1%+5,917+77.2%AddedHolders
Q1 20247,665$1.11M0.1%−80−1.0%ReducedHolders
Q4 20237,745$1.03M0.1%+1,280+19.8%AddedHolders
Q3 20236,465$776.8K<0.1%−7−0.1%ReducedHolders
Q2 20236,472$617.3K<0.1%+171+2.7%AddedHolders
Q1 20236,301$638.8K<0.1%+90+1.4%AddedHolders
Q4 20226,211$646.4K0.1%−650−9.5%ReducedHolders
Q3 20226,861$554.0K0.1%−64−0.9%ReducedHolders
Q2 20226,925$568.0K<0.1%+760+12.3%AddedHolders
Q1 20226,165$533.0K<0.1%00.0%UnchangedHolders
Q4 20216,165$447.0K<0.1%−475−7.2%ReducedHolders
Q3 20216,640$465.0K<0.1%+476+7.7%AddedHolders
Q2 20216,164$529.0K<0.1%−67−1.1%ReducedHolders
Q1 20216,231$508.0K<0.1%––Holders

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