ProVise Management Group, LLC

SEC CIK: 0001305707
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

PSX holding history

Phillips 66 in every 13F filed by ProVise Management Group, 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 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2024

Holdings of PSX by ProVise Management Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−2,333−100.0%	Sold out	Holders
Q1 2025	2,333	$288.0K	<0.1%	+235+11.2%	Added	Holders
Q4 2024	2,098	$239.0K	<0.1%	+2,098	New	Holders