Great Lakes Advisors, LLC

SEC CIK: 0001078013
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

PSX holding history

Phillips 66 in every 13F filed by Great Lakes Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PSX overview All 13F holders of PSX Full Q2 2026 holdings

Shares (Q2 2026): 89,077
Value: $15.1M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of PSX by Great Lakes Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	89,077	$15.1M	0.1%	−1,451−1.6%	Reduced	Holders
Q1 2026	90,528	$16.5M	0.1%	+43,087+90.8%	Added	Holders
Q4 2025	47,441	$6.12M	<0.1%	+7,502+18.8%	Added	Holders
Q3 2025	39,939	$5.43M	<0.1%	−195,715−83.1%	Reduced	Holders
Q2 2025	235,654	$28.1M	0.2%	−8,150−3.3%	Reduced	Holders
Q1 2025	243,804	$29.7M	0.3%	−67,344−21.6%	Reduced	Holders
Q4 2024	311,148	$35.4M	0.3%	−2,897−0.9%	Reduced	Holders
Q3 2024	314,045	$41.3M	0.3%	−3,222−1.0%	Reduced	Holders
Q2 2024	317,267	$44.8M	0.4%	−6,941−2.1%	Reduced	Holders
Q1 2024	324,208	$53.0M	0.4%	+2,117+0.7%	Added	Holders
Q4 2023	322,091	$42.9M	0.4%	−2,331−0.7%	Reduced	Holders
Q3 2023	324,422	$39.0M	0.4%	−621−0.2%	Reduced	Holders
Q2 2023	325,043	$31.0M	0.3%	−24,500−7.0%	Reduced	Holders
Q1 2023	349,543	$35.4M	0.3%	+246,324+238.6%	Added	Holders
Q4 2022	103,219	$1.18M	0.1%	+631+0.6%	Added	Holders
Q3 2022	102,588	$8.28M	0.2%	+3,026+3.0%	Added	Holders
Q2 2022	99,562	$8.16M	0.2%	−3,341−3.2%	Reduced	Holders
Q1 2022	102,903	$8.89M	0.1%	+22,988+28.8%	Added	Holders
Q4 2021	79,915	$5.79M	0.1%	+5,388+7.2%	Added	Holders
Q3 2021	74,527	$5.22M	0.1%	−1,105−1.5%	Reduced	Holders
Q2 2021	75,632	$6.49M	0.1%	+4,774+6.7%	Added	Holders
Q1 2021	70,858	$5.78M	0.1%	–	–	Holders

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