Nicholas Hoffman & Company, LLC.
- SEC CIK
- 0001678953
- Latest filing
- Aug 4, 2026
PSX holding history
Phillips 66 in every 13F filed by Nicholas Hoffman & Company, 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)
- 3,823
- Value
- $646.3K
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,823 | $646.3K | <0.1% | +504+15.2% | Added | Holders |
| Q1 2026 | 3,319 | $604.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 3,319 | $428.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 3,319 | $451.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 3,319 | $396.0K | <0.1% | +3,319 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −1,320−100.0% | Sold out | Holders |
| Q1 2024 | 1,320 | $215.6K | <0.1% | −390−22.8% | Reduced | Holders |
| Q4 2023 | 1,710 | $227.7K | <0.1% | −140−7.6% | Reduced | Holders |
| Q3 2023 | 1,850 | $222.3K | <0.1% | +1,850 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −6,546−100.0% | Sold out | Holders |
| Q3 2022 | 6,546 | $528.0K | <0.1% | +6,546 | New | Holders |