Level Four Advisory Services, LLC

SEC CIK: 0001696715
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

PSX holding history

Phillips 66 in every 13F filed by Level Four Advisory Services, 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): 42,529
Value: $7.19M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of PSX by Level Four Advisory Services, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	42,529	$7.19M	0.2%	−1,456−3.3%	Reduced	Holders
Q1 2026	43,985	$8.01M	0.3%	−4,056−8.4%	Reduced	Holders
Q4 2025	48,041	$6.20M	0.2%	+3,003+6.7%	Added	Holders
Q3 2025	45,038	$6.13M	0.2%	−2,550−5.4%	Reduced	Holders
Q2 2025	47,588	$5.68M	0.2%	+4,281+9.9%	Added	Holders
Q1 2025	43,307	$5.35M	0.2%	+5,849+15.6%	Added	Holders
Q4 2024	37,458	$4.27M	0.2%	+827+2.3%	Added	Holders
Q3 2024	36,631	$4.46M	0.2%	+26+0.1%	Added	Holders
Q2 2024	36,605	$5.17M	0.2%	−7,459−16.9%	Reduced	Holders
Q1 2024	44,064	$5.87M	0.3%	+2,121+5.1%	Added	Holders
Q4 2023	41,943	$5.58M	0.3%	−6,882−14.1%	Reduced	Holders
Q3 2023	48,825	$5.87M	0.4%	+5,074+11.6%	Added	Holders
Q2 2023	43,751	$4.17M	0.3%	−47−0.1%	Reduced	Holders
Q1 2023	43,798	$4.44M	0.3%	+1,873+4.5%	Added	Holders
Q4 2022	41,925	$4.36M	0.3%	−1,272−2.9%	Reduced	Holders
Q3 2022	43,197	$3.49M	0.3%	+364+0.8%	Added	Holders
Q2 2022	42,833	$3.51M	0.3%	−699−1.6%	Reduced	Holders
Q1 2022	43,532	$3.76M	0.3%	+2,010+4.8%	Added	Holders
Q4 2021	41,522	$3.01M	0.2%	+13,706+49.3%	Added	Holders
Q3 2021	27,816	$1.95M	0.2%	+1,691+6.5%	Added	Holders
Q2 2021	26,125	$2.24M	0.2%	+743+2.9%	Added	Holders
Q1 2021	25,382	$2.07M	0.2%	–	–	Holders

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