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Livermore
Livermore
ZHEN

HCR Wealth Advisors

SEC CIK
0001697715
Latest filing
Jul 13, 2026

PSX holding history

Phillips 66 in every 13F filed by HCR Wealth 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)
3,374
Value
$570.4K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PSX by HCR Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,374$570.4K0.1%+81+2.5%AddedHolders
Q1 20263,293$599.9K0.1%−227−6.4%ReducedHolders
Q4 20253,520$454.2K<0.1%+41+1.2%AddedHolders
Q3 20253,479$469.5K<0.1%+871+33.4%AddedHolders
Q2 20252,608$311.1K<0.1%−100−3.7%ReducedHolders
Q1 20252,708$334.4K<0.1%+104+4.0%AddedHolders
Q4 20242,604$296.7K<0.1%00.0%UnchangedHolders
Q3 20242,604$342.3K<0.1%−27−1.0%ReducedHolders
Q2 20242,631$371.4K0.1%+27+1.0%AddedHolders
Q1 20242,604$425.3K0.1%−36−1.4%ReducedHolders
Q4 20232,640$351.5K0.1%+74+2.9%AddedHolders
Q3 20232,566$308.3K0.1%−80−3.0%ReducedHolders
Q2 20232,646$252.4K<0.1%+2+0.1%AddedHolders
Q1 20232,644$268.0K0.1%00.0%UnchangedHolders
Q4 20222,644$275.2K0.1%−427−13.9%ReducedHolders
Q3 20223,071$248.0K0.1%+280+10.0%AddedHolders
Q2 20222,791$229.0K<0.1%+12+0.4%AddedHolders
Q1 20222,779$240.0K<0.1%−13−0.5%ReducedHolders
Q4 20212,792$202.0K<0.1%−78−2.7%ReducedHolders
Q3 20212,870$201.0K<0.1%−2−0.1%ReducedHolders
Q2 20212,872$246.0K<0.1%00.0%UnchangedHolders
Q1 20212,872$234.0K<0.1%––Holders

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