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Livermore
Livermore
ZHEN

CX Institutional

SEC CIK
0001737089
Latest filing
Oct 2, 2026

PSX holding history

Phillips 66 in every 13F filed by CX Institutional, 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)
6,490
Value
$1.66M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of PSX by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20266,490$1.66M<0.1%+651+11.1%AddedHolders
Q2 20265,839$987.0K<0.1%−268−4.4%ReducedHolders
Q1 20266,107$1.11M<0.1%+2,000+48.7%AddedHolders
Q4 20254,107$530.0K<0.1%−85−2.0%ReducedHolders
Q3 20254,192$570.0K<0.1%+1,145+37.6%AddedHolders
Q2 20253,047$363.0K<0.1%−595−16.3%ReducedHolders
Q1 20253,642$450.0K<0.1%+469+14.8%AddedHolders
Q4 20243,173$361.5K<0.1%+233+7.9%AddedHolders
Q3 20242,940$386.5K<0.1%−507−14.7%ReducedHolders
Q2 20243,447$486.6K<0.1%−30−0.9%ReducedHolders
Q1 20243,477$568.0K<0.1%+134+4.0%AddedHolders
Q4 20233,343$445.1K<0.1%−63−1.8%ReducedHolders
Q3 20233,406$409.2K<0.1%−30,676−90.0%ReducedHolders
Q2 202334,082$3.25M0.2%+30,896+969.7%AddedHolders
Q1 20233,186$327.0K<0.1%+504+18.8%AddedHolders
Q4 20222,682$279.2K<0.1%+2,682NewHolders
Q3 20220$00.0%−1,466−100.0%Sold outHolders
Q2 20221,466$120.0K<0.1%+1,466NewHolders
Q4 20210$00.0%−805−100.0%Sold outHolders
Q3 2021805$56.0K<0.1%−197−19.7%ReducedHolders
Q2 20211,002$86.0K<0.1%+97+10.7%AddedHolders
Q1 2021905$74.0K<0.1%––Holders

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