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Livermore
Livermore
ZHEN

BKD Wealth Advisors, LLC

SEC CIK
0001352864
Latest filing
Aug 10, 2026

PSX holding history

Phillips 66 in every 13F filed by BKD Wealth 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)
4,479
Value
$757.1K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of PSX by BKD Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,479$757.1K<0.1%+782+21.2%AddedHolders
Q1 20263,697$673.5K<0.1%+613+19.9%AddedHolders
Q4 20253,084$398.0K<0.1%00.0%UnchangedHolders
Q3 20253,084$419.5K<0.1%−326−9.6%ReducedHolders
Q2 20253,410$406.8K<0.1%−199−5.5%ReducedHolders
Q1 20253,609$445.6K<0.1%+37+1.0%AddedHolders
Q4 20243,572$407.0K<0.1%−11−0.3%ReducedHolders
Q3 20243,583$471.0K<0.1%+89+2.5%AddedHolders
Q2 20243,494$493.2K<0.1%−40−1.1%ReducedHolders
Q1 20243,534$577.2K<0.1%+83+2.4%AddedHolders
Q4 20233,451$459.5K<0.1%−155−4.3%ReducedHolders
Q3 20233,606$433.3K<0.1%−306−7.8%ReducedHolders
Q2 20233,912$373.1K<0.1%+120+3.2%AddedHolders
Q1 20233,792$384.4K<0.1%−98−2.5%ReducedHolders
Q4 20223,890$404.9K<0.1%+128+3.4%AddedHolders
Q3 20223,762$304.0K<0.1%−150−3.8%ReducedHolders
Q2 20223,912$321.0K<0.1%+488+14.3%AddedHolders
Q1 20223,424$296.0K<0.1%+513+17.6%AddedHolders
Q4 20212,911$211.0K<0.1%+2,911NewHolders
Q3 20210$00.0%−2,548−100.0%Sold outHolders
Q2 20212,548$219.0K<0.1%−1,136−30.8%ReducedHolders
Q1 20213,684$300.0K<0.1%––Holders

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