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Livermore
Livermore
ZHEN

Greenleaf Trust

SEC CIK
0001162170
Latest filing
Jul 21, 2026

PSX holding history

Phillips 66 in every 13F filed by Greenleaf Trust, 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)
10,645
Value
$1.80M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PSX by Greenleaf Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,645$1.80M<0.1%−313−2.9%ReducedHolders
Q1 202610,958$2.00M<0.1%+1,669+18.0%AddedHolders
Q4 20259,289$1.20M<0.1%+94+1.0%AddedHolders
Q3 20259,195$1.25M<0.1%−740−7.4%ReducedHolders
Q2 20259,935$1.19M<0.1%−1,542−13.4%ReducedHolders
Q1 202511,477$1.42M<0.1%+94+0.8%AddedHolders
Q4 202411,383$1.30M<0.1%+30+0.3%AddedHolders
Q3 202411,353$1.49M<0.1%+481+4.4%AddedHolders
Q2 202410,872$1.53M<0.1%+110+1.0%AddedHolders
Q1 202410,762$1.76M<0.1%+238+2.3%AddedHolders
Q4 202310,524$1.40M<0.1%+675+6.9%AddedHolders
Q3 20239,849$1.18M<0.1%+817+9.0%AddedHolders
Q2 20239,032$861.5K<0.1%−267−2.9%ReducedHolders
Q1 20239,299$942.7K<0.1%+225+2.5%AddedHolders
Q4 20229,074$944.0K<0.1%+733+8.8%AddedHolders
Q3 20228,341$673.0K<0.1%+657+8.6%AddedHolders
Q2 20227,684$630.0K<0.1%+649+9.2%AddedHolders
Q1 20227,035$608.0K<0.1%−452−6.0%ReducedHolders
Q4 20217,487$543.0K<0.1%+163+2.2%AddedHolders
Q3 20217,324$513.0K<0.1%+918+14.3%AddedHolders
Q2 20216,406$550.0K<0.1%+428+7.2%AddedHolders
Q1 20215,978$487.0K<0.1%––Holders

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