Dynamic Advisor Solutions LLC

SEC CIK: 0001599747
Latest filing: Jul 7, 2026

SEC filings (opens in a new tab)

PSX holding history

Phillips 66 in every 13F filed by Dynamic Advisor Solutions LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PSX overview All 13F holders of PSX Full Q2 2026 holdings

Shares (Q2 2026): 11,026
Value: $1.86M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of PSX by Dynamic Advisor Solutions LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	11,026	$1.86M	0.1%	−185−1.7%	Reduced	Holders
Q1 2026	11,211	$2.04M	0.1%	+292+2.7%	Added	Holders
Q4 2025	10,919	$1.41M	<0.1%	−891−7.5%	Reduced	Holders
Q3 2025	11,810	$1.61M	<0.1%	−103−0.9%	Reduced	Holders
Q2 2025	11,913	$1.42M	<0.1%	−246−2.0%	Reduced	Holders
Q1 2025	12,159	$1.50M	<0.1%	+10.0%	Added	Holders
Q4 2024	12,158	$1.39M	0.1%	−277−2.2%	Reduced	Holders
Q3 2024	12,435	$1.63M	<0.1%	−209−1.7%	Reduced	Holders
Q2 2024	12,644	$1.78M	0.1%	−371−2.9%	Reduced	Holders
Q1 2024	13,015	$2.13M	0.1%	−377−2.8%	Reduced	Holders
Q4 2023	13,392	$1.81M	0.1%	+401+3.1%	Added	Holders
Q3 2023	12,991	$1.56M	0.1%	−4,856−27.2%	Reduced	Holders
Q2 2023	17,847	$1.70M	0.1%	−544−3.0%	Reduced	Holders
Q1 2023	18,391	$1.86M	0.1%	+131+0.7%	Added	Holders
Q4 2022	18,260	$1.90M	0.1%	+646+3.7%	Added	Holders
Q3 2022	17,614	$1.42M	0.1%	+803+4.8%	Added	Holders
Q2 2022	16,811	$1.38M	0.1%	+256+1.5%	Added	Holders
Q1 2022	16,555	$1.43M	0.1%	−268−1.6%	Reduced	Holders
Q4 2021	16,823	$1.22M	0.1%	−204−1.2%	Reduced	Holders
Q3 2021	17,027	$1.19M	0.1%	+7,375+76.4%	Added	Holders
Q2 2021	9,652	$828.0K	0.1%	+811+9.2%	Added	Holders
Q1 2021	8,841	$721.0K	0.1%	–	–	Holders

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