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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

PSX holding history

Phillips 66 in every 13F filed by Evercore Wealth Management, 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)
11,457
Value
$1.94M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PSX by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,457$1.94M<0.1%−531−4.4%ReducedHolders
Q1 202611,988$2.18M<0.1%−46−0.4%ReducedHolders
Q4 202512,034$1.55M<0.1%00.0%UnchangedHolders
Q3 202512,034$1.64M<0.1%−1,082−8.2%ReducedHolders
Q2 202513,116$1.56M<0.1%+492+3.9%AddedHolders
Q1 202512,624$1.56M<0.1%00.0%UnchangedHolders
Q4 202412,624$1.44M<0.1%00.0%UnchangedHolders
Q3 202412,624$1.66M<0.1%−696−5.2%ReducedHolders
Q2 202413,320$1.88M<0.1%00.0%UnchangedHolders
Q1 202413,320$2.18M<0.1%−137−1.0%ReducedHolders
Q4 202313,457$1.79M<0.1%+172+1.3%AddedHolders
Q3 202313,285$1.60M<0.1%+33+0.2%AddedHolders
Q2 202313,252$1.26M<0.1%+1,478+12.6%AddedHolders
Q1 202311,774$1.19M<0.1%00.0%UnchangedHolders
Q4 202211,774$1.23M<0.1%00.0%UnchangedHolders
Q3 202211,774$951.0K<0.1%00.0%UnchangedHolders
Q2 202211,774$965.0K<0.1%−116−1.0%ReducedHolders
Q1 202211,890$1.03M<0.1%−1,300−9.9%ReducedHolders
Q4 202113,190$956.0K<0.1%−200−1.5%ReducedHolders
Q3 202113,390$938.0K<0.1%−1,300−8.8%ReducedHolders
Q2 202114,690$1.26M<0.1%−2,117−12.6%ReducedHolders
Q1 202116,807$1.37M<0.1%––Holders

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