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BFSG, LLC

SEC CIK
0001706836
Latest filing
Jul 20, 2026

PSX holding history

Phillips 66 in every 13F filed by BFSG, 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)
20
Value
$3.38K
% of portfolio
<0.1%
Quarters held
10
Since Q4 2023
Holdings of PSX by BFSG, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620$3.38K<0.1%00.0%UnchangedHolders
Q1 202620$3.64K<0.1%−15−42.9%ReducedHolders
Q4 202535$4.52K<0.1%−40−53.3%ReducedHolders
Q3 202575$10.2K<0.1%+75NewHolders
Q2 20250$00.0%−103−100.0%Sold outHolders
Q1 2025103$12.7K<0.1%00.0%UnchangedHolders
Q4 2024103$11.7K<0.1%00.0%UnchangedHolders
Q3 2024103$13.5K<0.1%00.0%UnchangedHolders
Q2 2024103$14.5K<0.1%00.0%UnchangedHolders
Q1 2024103$16.8K<0.1%−498−82.9%ReducedHolders
Q4 2023601$80.0K<0.1%+601NewHolders