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Livermore
Livermore
ZHEN

PFG Advisors

SEC CIK
0001694435
Latest filing
Jul 16, 2026

PSX holding history

Phillips 66 in every 13F filed by PFG Advisors, 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)
1,439
Value
$243.2K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of PSX by PFG Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,439$243.2K<0.1%−697−32.6%ReducedHolders
Q1 20262,136$389.1K<0.1%+301+16.4%AddedHolders
Q4 20251,835$236.8K<0.1%−565−23.5%ReducedHolders
Q3 20252,400$326.5K<0.1%−402−14.3%ReducedHolders
Q2 20252,802$334.3K<0.1%−160−5.4%ReducedHolders
Q1 20252,962$365.8K<0.1%+586+24.7%AddedHolders
Q4 20242,376$270.7K<0.1%−423−15.1%ReducedHolders
Q3 20242,799$367.9K<0.1%−682−19.6%ReducedHolders
Q2 20243,481$491.4K<0.1%−297−7.9%ReducedHolders
Q1 20243,778$617.0K<0.1%+177+4.9%AddedHolders
Q4 20233,601$479.5K<0.1%−292−7.5%ReducedHolders
Q3 20233,893$467.7K<0.1%−888−18.6%ReducedHolders
Q2 20234,781$456.0K<0.1%−408−7.9%ReducedHolders
Q1 20235,189$526.1K<0.1%−38−0.7%ReducedHolders
Q4 20225,227$544.0K0.1%−16−0.3%ReducedHolders
Q3 20225,243$423.0K<0.1%+1,560+42.4%AddedHolders
Q2 20223,683$302.0K<0.1%+268+7.8%AddedHolders
Q1 20223,415$295.0K<0.1%−755−18.1%ReducedHolders
Q4 20214,170$302.0K<0.1%+4,170NewHolders
Q3 20210$00.0%−2,898−100.0%Sold outHolders
Q2 20212,898$249.0K<0.1%00.0%UnchangedHolders
Q1 20212,898$236.0K<0.1%––Holders

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