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Livermore
Livermore
ZHEN

True North Advisors, LLC

SEC CIK
0001634556
Latest filing
Jul 22, 2026

PSX holding history

Phillips 66 in every 13F filed by True North Advisors, 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)
1,729
Value
$292.3K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of PSX by True North Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,729$292.3K<0.1%−56−3.1%ReducedHolders
Q1 20261,785$325.3K<0.1%−606−25.3%ReducedHolders
Q4 20252,391$308.6K<0.1%+673+39.2%AddedHolders
Q3 20251,718$233.6K<0.1%+3+0.2%AddedHolders
Q2 20251,715$204.6K<0.1%+1,715NewHolders
Q4 20240$00.0%−1,678−100.0%Sold outHolders
Q3 20241,678$220.6K0.1%−4,758−73.9%ReducedHolders
Q2 20246,436$908.6K0.2%−507−7.3%ReducedHolders
Q1 20246,943$1.13M0.3%−1,101−13.7%ReducedHolders
Q4 20238,044$1.07M0.3%−21−0.3%ReducedHolders
Q3 20238,065$969.0K0.3%+29+0.4%AddedHolders
Q2 20238,036$766.5K0.2%+139+1.8%AddedHolders
Q1 20237,897$800.6K0.2%00.0%UnchangedHolders
Q4 20227,897$821.9K0.3%00.0%UnchangedHolders
Q3 20227,897$637.0K0.2%−328−4.0%ReducedHolders
Q2 20228,225$674.0K0.2%+292+3.7%AddedHolders
Q1 20227,933$685.0K0.2%+450+6.0%AddedHolders
Q4 20217,483$542.0K0.1%+732+10.8%AddedHolders
Q3 20216,751$472.0K0.1%+585+9.5%AddedHolders
Q2 20216,166$529.0K0.1%+309+5.3%AddedHolders
Q1 20215,857$477.0K0.1%––Holders

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