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Livermore
Livermore
ZHEN

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

PSX holding history

Phillips 66 in every 13F filed by Avidian Wealth Solutions, 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)
11,762
Value
$1.99M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PSX by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,762$1.99M0.1%+574+5.1%AddedHolders
Q1 202611,188$2.04M0.1%+1,994+21.7%AddedHolders
Q4 20259,194$1.19M<0.1%−83−0.9%ReducedHolders
Q3 20259,277$1.26M<0.1%−392−4.1%ReducedHolders
Q2 20259,669$1.15M<0.1%+1,034+12.0%AddedHolders
Q1 20258,635$1.07M<0.1%+40.0%AddedHolders
Q4 20248,631$983.3K<0.1%+592+7.4%AddedHolders
Q3 20248,039$1.06M<0.1%−2,178−21.3%ReducedHolders
Q2 202410,217$1.44M0.1%+5,366+110.6%AddedHolders
Q1 20244,851$792.4K<0.1%+276+6.0%AddedHolders
Q4 20234,575$609.1K<0.1%+136+3.1%AddedHolders
Q3 20234,439$533.3K<0.1%−2,637−37.3%ReducedHolders
Q2 20237,076$674.9K<0.1%−3,582−33.6%ReducedHolders
Q1 202310,658$1.08M0.1%+352+3.4%AddedHolders
Q4 202210,306$1.07M0.1%−349−3.3%ReducedHolders
Q3 202210,655$860.0K0.1%−97−0.9%ReducedHolders
Q2 202210,752$882.0K0.1%+31+0.3%AddedHolders
Q1 202210,721$926.0K0.1%+2,292+27.2%AddedHolders
Q4 20218,429$611.0K<0.1%+2,130+33.8%AddedHolders
Q3 20216,299$441.0K<0.1%−1,155−15.5%ReducedHolders
Q2 20217,454$640.0K<0.1%−2,335−23.9%ReducedHolders
Q1 20219,789$798.0K0.1%––Holders

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