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Livermore
Livermore
ZHEN

Allen Capital Group, LLC

SEC CIK
0001601384
Latest filing
Jul 27, 2026

PSX holding history

Phillips 66 in every 13F filed by Allen Capital Group, 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)
6,465
Value
$1.09M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of PSX by Allen Capital Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,465$1.09M0.1%−36−0.6%ReducedHolders
Q1 20266,501$1.18M0.1%+288+4.6%AddedHolders
Q4 20256,213$801.8K0.1%00.0%UnchangedHolders
Q3 20256,213$845.1K0.1%+10+0.2%AddedHolders
Q2 20256,203$740.0K0.1%+556+9.8%AddedHolders
Q1 20255,647$697.3K0.1%+11+0.2%AddedHolders
Q4 20245,636$642.1K0.1%+265+4.9%AddedHolders
Q3 20245,371$706.1K0.1%−229−4.1%ReducedHolders
Q2 20245,600$790.6K0.1%−376−6.3%ReducedHolders
Q1 20245,976$976.2K0.1%+76+1.3%AddedHolders
Q4 20235,900$785.5K0.1%−80−1.3%ReducedHolders
Q3 20235,980$711.7K0.1%+10.0%AddedHolders
Q2 20235,979$570.3K0.1%+18+0.3%AddedHolders
Q1 20235,961$604.4K0.1%+5,961NewHolders
Q4 20220$00.0%−6,031−100.0%Sold outHolders
Q3 20226,031$487.0K0.1%−60−1.0%ReducedHolders
Q2 20226,091$499.0K0.1%+10.0%AddedHolders
Q1 20226,090$526.0K0.1%−611−9.1%ReducedHolders
Q4 20216,701$486.0K0.1%+601+9.9%AddedHolders
Q3 20216,100$427.0K0.1%+10.0%AddedHolders
Q2 20216,099$523.0K0.1%−69−1.1%ReducedHolders
Q1 20216,168$503.0K0.1%––Holders

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