GWM Advisors LLC

SEC CIK: 0001633516
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

PSX holding history

Phillips 66 in every 13F filed by GWM Advisors 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): 823,275
Value: $139.2M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of PSX by GWM Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	823,275	$139.2M	0.4%	−1,089−0.1%	Reduced	Holders
Q1 2026	824,364	$150.2M	0.5%	−172,591−17.3%	Reduced	Holders
Q4 2025	996,955	$128.6M	0.5%	+877,131+732.0%	Added	Holders
Q3 2025	119,824	$16.3M	0.1%	+3,703+3.2%	Added	Holders
Q2 2025	116,121	$13.9M	0.1%	+34,596+42.4%	Added	Holders
Q1 2025	81,525	$10.1M	0.1%	+2,661+3.4%	Added	Holders
Q4 2024	78,864	$8.98M	0.1%	−5,333−6.3%	Reduced	Holders
Q3 2024	84,197	$11.1M	0.1%	−23,067−21.5%	Reduced	Holders
Q2 2024	107,264	$15.1M	0.1%	+22,382+26.4%	Added	Holders
Q1 2024	84,882	$13.9M	0.1%	−5,500−6.1%	Reduced	Holders
Q4 2023	90,382	$11.9M	0.1%	+8,706+10.7%	Added	Holders
Q3 2023	81,676	$9.81M	0.1%	+242+0.3%	Added	Holders
Q2 2023	81,434	$7.77M	0.1%	+6,037+8.0%	Added	Holders
Q1 2023	75,397	$7.61M	0.1%	+4,609+6.5%	Added	Holders
Q4 2022	70,788	$3.69M	0.1%	+25,449+56.1%	Added	Holders
Q3 2022	45,339	$3.66M	0.1%	−6,756−13.0%	Reduced	Holders
Q2 2022	52,095	$4.27M	0.1%	+6,481+14.2%	Added	Holders
Q1 2022	45,614	$3.94M	0.1%	+4,048+9.7%	Added	Holders
Q4 2021	41,566	$3.01M	<0.1%	+29,931+257.2%	Added	Holders
Q3 2021	11,635	$815.0K	<0.1%	−1,541−11.7%	Reduced	Holders
Q2 2021	13,176	$1.13M	<0.1%	+1,021+8.4%	Added	Holders
Q1 2021	12,155	$991.0K	<0.1%	–	–	Holders

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