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Livermore
Livermore
ZHEN

Excalibur Management Corp

SEC CIK
0001009003
Latest filing
Aug 3, 2026

PSX holding history

Phillips 66 in every 13F filed by Excalibur Management Corp, 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)
3,887
Value
$657.1K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of PSX by Excalibur Management Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,887$657.1K0.2%−35−0.9%ReducedHolders
Q1 20263,922$714.5K0.3%00.0%UnchangedHolders
Q4 20253,922$506.1K0.2%−57−1.4%ReducedHolders
Q3 20253,979$541.2K0.2%+15+0.4%AddedHolders
Q2 20253,964$472.9K0.2%+607+18.1%AddedHolders
Q1 20253,357$414.5K0.2%−20−0.6%ReducedHolders
Q4 20243,377$384.7K0.2%−13−0.4%ReducedHolders
Q3 20243,390$445.6K0.2%−53−1.5%ReducedHolders
Q2 20243,443$486.0K0.2%+118+3.5%AddedHolders
Q1 20243,325$543.1K0.2%−12−0.4%ReducedHolders
Q4 20233,337$444.3K0.2%00.0%UnchangedHolders
Q3 20233,337$400.9K0.2%00.0%UnchangedHolders
Q2 20233,337$318.3K0.2%00.0%UnchangedHolders
Q1 20233,337$338.3K0.2%+15+0.5%AddedHolders
Q4 20223,322$345.8K0.2%00.0%UnchangedHolders
Q3 20223,322$268.0K0.2%+4+0.1%AddedHolders
Q2 20223,318$272.0K0.1%−233−6.6%ReducedHolders
Q1 20223,551$307.0K0.1%−2,014−36.2%ReducedHolders
Q4 20215,565$403.0K0.2%+553+11.0%AddedHolders
Q3 20215,012$351.0K0.2%+920+22.5%AddedHolders
Q2 20214,092$351.0K0.2%−106−2.5%ReducedHolders
Q1 20214,198$342.0K0.2%––Holders

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