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Livermore
Livermore
ZHEN

Ballew Advisors, Inc

SEC CIK
0001729096
Latest filing
Oct 5, 2026

PSX holding history

Phillips 66 in every 13F filed by Ballew Advisors, Inc, 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 Q3 2026 holdings

Shares (Q3 2026)
0
Sold out in Q3 2026
Value
$0
% of portfolio
0.0%
Quarters held
22
Since Q1 2021
Holdings of PSX by Ballew Advisors, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20260$00.0%−3,456−100.0%Sold outHolders
Q2 20263,456$609.8K0.3%00.0%UnchangedHolders
Q1 20263,456$556.7K0.3%00.0%UnchangedHolders
Q4 20253,456$476.0K0.3%−328−8.7%ReducedHolders
Q3 20253,784$495.1K0.3%+8+0.2%AddedHolders
Q2 20253,776$480.6K0.3%+10.0%AddedHolders
Q1 20253,775$367.6K0.2%−28−0.7%ReducedHolders
Q4 20243,803$441.0K0.3%−36−0.9%ReducedHolders
Q3 20243,839$517.2K0.3%+37+1.0%AddedHolders
Q2 20243,802$532.5K0.4%00.0%UnchangedHolders
Q1 20243,802$627.9K0.4%+12+0.3%AddedHolders
Q4 20233,790$490.7K0.4%00.0%UnchangedHolders
Q3 20233,790$418.7K0.3%+10.0%AddedHolders
Q2 20233,789$384.7K0.3%00.0%UnchangedHolders
Q1 20233,789$353.9K0.3%+219+6.1%AddedHolders
Q4 20223,570$367.2K0.3%00.0%UnchangedHolders
Q3 20223,570$325.0K0.3%+50+1.4%AddedHolders
Q2 20223,520$276.0K0.3%00.0%UnchangedHolders
Q1 20223,520$293.0K0.2%00.0%UnchangedHolders
Q4 20213,520$312.0K0.2%00.0%UnchangedHolders
Q3 20213,520$289.0K0.2%00.0%UnchangedHolders
Q2 20213,520$287.0K0.2%−3,520−50.0%ReducedHolders
Q1 20217,040$586.0K0.2%––Holders

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