Richard C. Young & CO., LTD.

SEC CIK: 0001387304
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

PSX holding history

Phillips 66 in every 13F filed by Richard C. Young & CO., LTD., 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): 109,824
Value: $18.6M
% of portfolio: 1.4%
Quarters held: 22; Since Q1 2021

Holdings of PSX by Richard C. Young & CO., LTD., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	109,824	$18.6M	1.4%	+1,630+1.5%	Added	Holders
Q1 2026	108,194	$19.9M	1.6%	+14,537+15.5%	Added	Holders
Q4 2025	93,657	$12.1M	1.1%	−1,881−2.0%	Reduced	Holders
Q3 2025	95,538	$13.0M	1.2%	−2,710−2.8%	Reduced	Holders
Q2 2025	98,248	$11.7M	1.2%	+170+0.2%	Added	Holders
Q1 2025	98,078	$12.1M	1.3%	−5,639−5.4%	Reduced	Holders
Q4 2024	103,717	$11.8M	1.3%	−5,665−5.2%	Reduced	Holders
Q3 2024	109,382	$14.4M	1.6%	+944+0.9%	Added	Holders
Q2 2024	108,438	$15.3M	1.9%	+1,902+1.8%	Added	Holders
Q1 2024	106,536	$17.4M	2.2%	−641−0.6%	Reduced	Holders
Q4 2023	107,177	$14.3M	1.9%	+3,246+3.1%	Added	Holders
Q3 2023	103,931	$12.5M	1.8%	+762+0.7%	Added	Holders
Q2 2023	103,169	$9.84M	1.4%	+2,782+2.8%	Added	Holders
Q1 2023	100,387	$10.2M	1.4%	−120−0.1%	Reduced	Holders
Q4 2022	100,507	$10.5M	1.4%	+95+0.1%	Added	Holders
Q3 2022	100,412	$8.11M	1.2%	+612+0.6%	Added	Holders
Q2 2022	99,800	$8.18M	1.1%	+2,085+2.1%	Added	Holders
Q1 2022	97,715	$8.44M	1.1%	+3,851+4.1%	Added	Holders
Q4 2021	93,864	$6.80M	0.9%	+3,560+3.9%	Added	Holders
Q3 2021	90,304	$6.32M	0.9%	+2,209+2.5%	Added	Holders
Q2 2021	88,095	$7.56M	1.0%	+6,381+7.8%	Added	Holders
Q1 2021	81,714	$6.66M	0.9%	–	–	Holders

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