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Livermore
Livermore
ZHEN

Sunbelt Securities, Inc.

SEC CIK
0001632932
Latest filing
May 18, 2026

PSX holding history

Phillips 66 in every 13F filed by Sunbelt Securities, Inc., 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 Q1 2026 holdings

Shares (Q1 2026)
5,384
Value
$980.9K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of PSX by Sunbelt Securities, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20265,384$980.9K0.1%−143−2.6%ReducedHolders
Q4 20255,527$713.3K<0.1%−690−11.1%ReducedHolders
Q3 20256,217$845.7K0.1%+1,707+37.8%AddedHolders
Q2 20254,510$513.8K<0.1%−644−12.5%ReducedHolders
Q1 20255,154$636.4K0.1%+644+14.3%AddedHolders
Q4 20244,510$505.0K<0.1%+483+12.0%AddedHolders
Q3 20244,027$529.3K0.1%+1,171+41.0%AddedHolders
Q2 20242,856$403.1K<0.1%−127−4.3%ReducedHolders
Q1 20242,983$487.3K0.1%+1,391+87.4%AddedHolders
Q4 20231,592$212.0K<0.1%−133−7.7%ReducedHolders
Q3 20231,725$207.3K<0.1%+109+6.7%AddedHolders
Q2 20231,616$154.2K<0.1%−87−5.1%ReducedHolders
Q1 20231,703$170.3K<0.1%−2,196−56.3%ReducedHolders
Q4 20223,899$405.8K0.1%+9+0.2%AddedHolders
Q3 20223,890$314.0K0.1%+11+0.3%AddedHolders
Q2 20223,879$318.0K0.1%−165−4.1%ReducedHolders
Q1 20224,044$354.0K0.1%−599−12.9%ReducedHolders
Q4 20214,643$412.0K0.1%−5,079−52.2%ReducedHolders
Q3 20219,722$724.0K0.1%00.0%UnchangedHolders
Q2 20219,722$724.0K0.1%+800+9.0%AddedHolders
Q1 20218,922$727.0K0.1%––Holders

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