SevenBridge Financial Group, LLC

SEC CIK: 0001673954
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

PSX holding history

Phillips 66 in every 13F filed by SevenBridge Financial Group, 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): 38,451
Value: $7.84M
% of portfolio: 1.2%
Quarters held: 22; Since Q1 2021

Holdings of PSX by SevenBridge Financial Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	38,451	$7.84M	1.2%	−180.0%	Reduced	Holders
Q1 2026	38,469	$6.18M	1.0%	−27−0.1%	Reduced	Holders
Q4 2025	38,496	$5.40M	0.9%	+1,626+4.4%	Added	Holders
Q3 2025	36,870	$5.09M	0.8%	+3,151+9.3%	Added	Holders
Q2 2025	33,719	$4.05M	0.7%	+3,495+11.6%	Added	Holders
Q1 2025	30,224	$3.59M	0.7%	+3,016+11.1%	Added	Holders
Q4 2024	27,208	$3.52M	0.7%	+2,851+11.7%	Added	Holders
Q3 2024	24,357	$3.12M	0.6%	+80.0%	Added	Holders
Q2 2024	24,349	$3.24M	0.7%	−183−0.7%	Reduced	Holders
Q1 2024	24,532	$3.52M	0.8%	−905−3.6%	Reduced	Holders
Q4 2023	25,437	$3.39M	0.8%	−98−0.4%	Reduced	Holders
Q3 2023	25,535	$3.07M	0.8%	−36−0.1%	Reduced	Holders
Q2 2023	25,571	$2.44M	0.6%	+366+1.5%	Added	Holders
Q1 2023	25,205	$2.56M	0.7%	+162+0.6%	Added	Holders
Q4 2022	25,043	$2.61M	0.8%	−1,286−4.9%	Reduced	Holders
Q3 2022	26,329	$2.13M	0.7%	+1,515+6.1%	Added	Holders
Q2 2022	24,814	$2.03M	0.8%	−576−2.3%	Reduced	Holders
Q1 2022	25,390	$2.19M	0.8%	−2,228−8.1%	Reduced	Holders
Q4 2021	27,618	$2.00M	0.6%	−1,010−3.5%	Reduced	Holders
Q3 2021	28,628	$2.00M	0.7%	−235−0.8%	Reduced	Holders
Q2 2021	28,863	$2.48M	0.8%	+1,197+4.3%	Added	Holders
Q1 2021	27,666	$2.26M	0.8%	–	–	Holders

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