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Livermore
Livermore
ZHEN

IHT Wealth Management, LLC

SEC CIK
0001697490
Latest filing
Aug 14, 2026

PSX holding history

Phillips 66 in every 13F filed by IHT Wealth Management, 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)
16,201
Value
$2.74M
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of PSX by IHT Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,201$2.74M0.1%−13,117−44.7%ReducedHolders
Q1 202629,318$5.34M0.1%+13,992+91.3%AddedHolders
Q4 202515,326$1.98M<0.1%+3,284+27.3%AddedHolders
Q3 202512,042$1.64M<0.1%+86+0.7%AddedHolders
Q2 202511,956$1.43M<0.1%−1,869−13.5%ReducedHolders
Q1 202513,825$1.71M0.1%−110−0.8%ReducedHolders
Q4 202413,935$1.59M0.1%−1,842−11.7%ReducedHolders
Q3 202415,777$2.08M0.1%+3,866+32.5%AddedHolders
Q2 202411,911$1.68M0.1%−819,999−98.6%ReducedHolders
Q1 2024831,910$1.90M0.1%+819,182+6,436.1%AddedHolders
Q4 202312,728$1.69M0.1%−2,826−18.2%ReducedHolders
Q3 202315,554$1.87M0.1%+1,439+10.2%AddedHolders
Q2 202314,115$1.35M0.1%+6,115+76.4%AddedHolders
Q1 20238,000$811.0K<0.1%+1,826+29.6%AddedHolders
Q4 20226,174$642.6K<0.1%+18+0.3%AddedHolders
Q3 20226,156$497.0K<0.1%+1,812+41.7%AddedHolders
Q2 20224,344$356.0K<0.1%+639+17.2%AddedHolders
Q1 20223,705$320.0K<0.1%+3,705NewHolders
Q3 20210$00.0%−17,375−100.0%Sold outHolders
Q2 202117,375$1.49M0.1%+13,846+392.3%AddedHolders
Q1 20213,529$288.0K<0.1%––Holders

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