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Livermore
Livermore
ZHEN

Plancorp, LLC

SEC CIK
0001599579
Latest filing
Jul 14, 2026

PSX holding history

Phillips 66 in every 13F filed by Plancorp, 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)
2,604
Value
$516.3K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of PSX by Plancorp, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,604$516.3K<0.1%−42−1.6%ReducedHolders
Q1 20262,646$421.4K<0.1%+15+0.6%AddedHolders
Q4 20252,631$339.5K<0.1%−222−7.8%ReducedHolders
Q3 20252,853$388.1K<0.1%−653−18.6%ReducedHolders
Q2 20253,506$418.3K<0.1%+413+13.4%AddedHolders
Q1 20253,093$382.0K<0.1%−99−3.1%ReducedHolders
Q4 20243,192$363.6K<0.1%+329+11.5%AddedHolders
Q3 20242,863$376.3K<0.1%+23+0.8%AddedHolders
Q2 20242,840$401.0K<0.1%+5+0.2%AddedHolders
Q1 20242,835$463.0K<0.1%−115−3.9%ReducedHolders
Q4 20232,950$392.8K<0.1%+119+4.2%AddedHolders
Q3 20232,831$340.2K<0.1%+199+7.6%AddedHolders
Q2 20232,632$251.0K<0.1%−265−9.1%ReducedHolders
Q1 20232,897$293.7K<0.1%+228+8.5%AddedHolders
Q4 20222,669$277.8K<0.1%+68+2.6%AddedHolders
Q3 20222,601$210.0K<0.1%−68−2.5%ReducedHolders
Q2 20222,669$219.0K<0.1%−165−5.8%ReducedHolders
Q1 20222,834$245.0K<0.1%+43+1.5%AddedHolders
Q4 20212,791$202.0K<0.1%+2,791NewHolders
Q3 20210$00.0%−2,712−100.0%Sold outHolders
Q2 20212,712$233.0K<0.1%+10+0.4%AddedHolders
Q1 20212,702$220.0K<0.1%––Holders

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