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Moller Financial Services

SEC CIK
0001475271
Latest filing
Jul 15, 2026

PSX holding history

Phillips 66 in every 13F filed by Moller Financial Services, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q2 2021
Holdings of PSX by Moller Financial Services, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,748−100.0%Sold outHolders
Q4 20251,748$225.6K<0.1%00.0%UnchangedHolders
Q3 20251,748$237.8K<0.1%00.0%UnchangedHolders
Q2 20251,748$208.5K<0.1%−348−16.6%ReducedHolders
Q1 20252,096$258.8K0.1%−312−13.0%ReducedHolders
Q4 20242,408$274.3K0.1%00.0%UnchangedHolders
Q3 20242,408$316.5K0.1%00.0%UnchangedHolders
Q2 20242,408$339.9K0.1%−160−6.2%ReducedHolders
Q1 20242,568$419.5K0.1%00.0%UnchangedHolders
Q4 20232,568$341.9K0.1%00.0%UnchangedHolders
Q3 20232,568$308.5K0.1%00.0%UnchangedHolders
Q2 20232,568$244.9K0.1%00.0%UnchangedHolders
Q1 20232,568$260.3K0.1%00.0%UnchangedHolders
Q4 20222,568$267.3K0.1%00.0%UnchangedHolders
Q3 20222,568$207.0K0.1%00.0%UnchangedHolders
Q2 20222,568$211.0K0.1%00.0%UnchangedHolders
Q1 20222,568$222.0K0.1%+2,568NewHolders
Q3 20210$00.0%−2,368−100.0%Sold outHolders
Q2 20212,368$203.0K0.1%+2,368NewHolders