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Livermore
Livermore
ZHEN

Wealthcare Advisory Partners LLC

SEC CIK
0001683059
Latest filing
Jul 9, 2026

PSX holding history

Phillips 66 in every 13F filed by Wealthcare Advisory Partners 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)
4,438
Value
$750.2K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of PSX by Wealthcare Advisory Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,438$750.2K<0.1%−4,691−51.4%ReducedHolders
Q1 20269,129$1.66M<0.1%−25−0.3%ReducedHolders
Q4 20259,154$1.18M<0.1%−698−7.1%ReducedHolders
Q3 20259,852$1.34M<0.1%−34−0.3%ReducedHolders
Q2 20259,886$1.18M<0.1%+160+1.6%AddedHolders
Q1 20259,726$1.20M<0.1%−65−0.7%ReducedHolders
Q4 20249,791$1.12M<0.1%−228−2.3%ReducedHolders
Q3 202410,019$1.32M<0.1%−2,037−16.9%ReducedHolders
Q2 202412,056$1.70M0.1%+717+6.3%AddedHolders
Q1 202411,339$1.85M0.1%+6,595+139.0%AddedHolders
Q4 20234,744$631.7K<0.1%−360−7.1%ReducedHolders
Q3 20235,104$613.2K<0.1%+557+12.2%AddedHolders
Q2 20234,547$433.7K<0.1%−1,420−23.8%ReducedHolders
Q1 20235,967$604.9K<0.1%+488+8.9%AddedHolders
Q4 20225,479$570.2K<0.1%+1,777+48.0%AddedHolders
Q3 20223,702$299.0K<0.1%+525+16.5%AddedHolders
Q2 20223,177$261.0K<0.1%+495+18.5%AddedHolders
Q1 20222,682$232.0K<0.1%+2,682NewHolders
Q3 20210$00.0%−2,371−100.0%Sold outHolders
Q2 20212,371$203.0K<0.1%+35+1.5%AddedHolders
Q1 20212,336$190.0K<0.1%––Holders

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