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Livermore
Livermore
ZHEN

Whalerock Point Partners, LLC

SEC CIK
0001389709
Latest filing
Aug 13, 2026

PSX holding history

Phillips 66 in every 13F filed by Whalerock Point Partners, 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)
4,044
Value
$683.6K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PSX by Whalerock Point Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,044$683.6K0.1%00.0%UnchangedHolders
Q1 20264,044$736.7K0.1%00.0%UnchangedHolders
Q4 20254,044$521.8K0.1%−376−8.5%ReducedHolders
Q3 20254,420$601.2K0.1%+680+18.2%AddedHolders
Q2 20253,740$446.2K0.1%00.0%UnchangedHolders
Q1 20253,740$461.8K0.1%+250+7.2%AddedHolders
Q4 20243,490$397.6K0.1%00.0%UnchangedHolders
Q3 20243,490$458.8K0.1%00.0%UnchangedHolders
Q2 20243,490$492.7K0.1%00.0%UnchangedHolders
Q1 20243,490$570.1K0.2%00.0%UnchangedHolders
Q4 20233,490$464.7K0.1%+319+10.1%AddedHolders
Q3 20233,171$381.0K0.1%00.0%UnchangedHolders
Q2 20233,171$302.4K0.1%+52+1.7%AddedHolders
Q1 20233,119$316.2K0.1%00.0%UnchangedHolders
Q4 20223,119$324.6K0.1%00.0%UnchangedHolders
Q3 20223,119$252.0K0.1%00.0%UnchangedHolders
Q2 20223,119$256.0K0.1%00.0%UnchangedHolders
Q1 20223,119$269.4K0.1%00.0%UnchangedHolders
Q4 20213,119$226.0K0.1%00.0%UnchangedHolders
Q3 20213,119$218.0K0.1%00.0%UnchangedHolders
Q2 20213,119$267.7K0.1%00.0%UnchangedHolders
Q1 20213,119$254.3K0.1%––Holders

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