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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PSX holding history

Phillips 66 in every 13F filed by Creative Planning, 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)
334,458
Value
$56.5M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PSX by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026334,458$56.5M<0.1%+27,425+8.9%AddedHolders
Q1 2026307,033$55.9M<0.1%+26,403+9.4%AddedHolders
Q4 2025280,630$36.2M<0.1%+22,575+8.7%AddedHolders
Q3 2025258,055$35.1M<0.1%+24,083+10.3%AddedHolders
Q2 2025233,972$27.9M<0.1%−3,709−1.6%ReducedHolders
Q1 2025237,681$29.3M<0.1%+14,359+6.4%AddedHolders
Q4 2024223,322$25.4M<0.1%+4,139+1.9%AddedHolders
Q3 2024219,183$28.8M<0.1%+147+0.1%AddedHolders
Q2 2024219,036$30.9M<0.1%−15,167−6.5%ReducedHolders
Q1 2024234,203$38.3M<0.1%−1,343−0.6%ReducedHolders
Q4 2023235,546$31.4M0.1%−84,100−26.3%ReducedHolders
Q3 2023319,646$38.4M0.1%+89,633+39.0%AddedHolders
Q2 2023230,013$21.9M<0.1%+16,750+7.9%AddedHolders
Q1 2023213,263$21.6M<0.1%−2,494−1.2%ReducedHolders
Q4 2022215,757$22.5M<0.1%+93,921+77.1%AddedHolders
Q3 2022121,836$9.84M<0.1%−11,743−8.8%ReducedHolders
Q2 2022133,579$11.0M<0.1%+38,629+40.7%AddedHolders
Q1 202294,950$8.20M<0.1%+1,472+1.6%AddedHolders
Q4 202193,478$6.77M<0.1%−1,141−1.2%ReducedHolders
Q3 202194,619$6.63M<0.1%−16,453−14.8%ReducedHolders
Q2 2021111,072$9.53M<0.1%−6,768−5.7%ReducedHolders
Q1 2021117,840$9.61M<0.1%––Holders

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