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Livermore
Livermore
ZHEN

Segment Wealth Management, LLC

SEC CIK
0001575581
Latest filing
Jul 16, 2026

PSX holding history

Phillips 66 in every 13F filed by Segment 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)
14,180
Value
$2.40M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PSX by Segment Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,180$2.40M0.1%+549+4.0%AddedHolders
Q1 202613,631$2.48M0.1%−440−3.1%ReducedHolders
Q4 202514,071$1.82M0.1%+50+0.4%AddedHolders
Q3 202514,021$1.91M0.1%+99+0.7%AddedHolders
Q2 202513,922$1.66M0.1%+222+1.6%AddedHolders
Q1 202513,700$1.69M0.1%+3,233+30.9%AddedHolders
Q4 202410,467$1.19M0.1%+262+2.6%AddedHolders
Q3 202410,205$1.34M0.1%+174+1.7%AddedHolders
Q2 202410,031$1.42M0.1%+65+0.7%AddedHolders
Q1 20249,966$1.63M0.1%+592+6.3%AddedHolders
Q4 20239,374$1.25M0.1%+4,861+107.7%AddedHolders
Q3 20234,513$542.2K0.1%+645+16.7%AddedHolders
Q2 20233,868$368.9K<0.1%−25−0.6%ReducedHolders
Q1 20233,893$394.6K<0.1%−485−11.1%ReducedHolders
Q4 20224,378$455.6K0.1%+285+7.0%AddedHolders
Q3 20224,093$330.0K<0.1%00.0%UnchangedHolders
Q2 20224,093$336.0K<0.1%−15−0.4%ReducedHolders
Q1 20224,108$355.0K<0.1%+15+0.4%AddedHolders
Q4 20214,093$297.0K<0.1%00.0%UnchangedHolders
Q3 20214,093$287.0K<0.1%−491−10.7%ReducedHolders
Q2 20214,584$393.0K<0.1%00.0%UnchangedHolders
Q1 20214,584$374.0K<0.1%––Holders

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