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Crescent Grove Advisors, LLC

SEC CIK
0001713520
Latest filing
Aug 10, 2026

PSX holding history

Phillips 66 in every 13F filed by Crescent Grove Advisors, 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 (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2022
Holdings of PSX by Crescent Grove Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−3,496−100.0%Sold outHolders
Q4 20233,496$465.5K0.1%+20+0.6%AddedHolders
Q3 20233,476$417.6K0.1%+22+0.6%AddedHolders
Q2 20233,454$329.4K<0.1%−1,901−35.5%ReducedHolders
Q1 20235,355$542.9K0.1%−2,300−30.0%ReducedHolders
Q4 20227,655$796.7K0.1%−208−2.6%ReducedHolders
Q3 20227,863$635.0K0.1%+1,578+25.1%AddedHolders
Q2 20226,285$515.0K0.1%+1,903+43.4%AddedHolders
Q1 20224,382$379.0K<0.1%+4,382NewHolders