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Livermore
Livermore
ZHEN

Integrated Wealth Concepts LLC

SEC CIK
0001737109
Latest filing
Sep 8, 2026

PSX holding history

Phillips 66 in every 13F filed by Integrated Wealth Concepts 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)
21,352
Value
$3.61M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of PSX by Integrated Wealth Concepts LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,352$3.61M<0.1%−2,739−11.4%ReducedHolders
Q1 202624,091$4.39M<0.1%+14,597+153.7%AddedHolders
Q4 20259,494$1.23M<0.1%−5,127−35.1%ReducedHolders
Q3 202514,621$1.99M<0.1%+2,767+23.3%AddedHolders
Q2 202511,854$1.41M<0.1%+1,891+19.0%AddedHolders
Q1 20259,963$1.23M<0.1%+266+2.7%AddedHolders
Q4 20249,697$1.10M<0.1%−72−0.7%ReducedHolders
Q3 20249,769$1.28M<0.1%−97−1.0%ReducedHolders
Q2 20249,866$1.39M<0.1%+194+2.0%AddedHolders
Q1 20249,672$1.58M<0.1%+410+4.4%AddedHolders
Q4 20239,262$1.23M<0.1%−743−7.4%ReducedHolders
Q3 202310,005$1.20M<0.1%−3,497−25.9%ReducedHolders
Q2 202313,502$1.29M<0.1%+956+7.6%AddedHolders
Q1 202312,546$1.27M<0.1%+7,858+167.6%AddedHolders
Q4 20224,688$488.0K<0.1%+1,453+44.9%AddedHolders
Q3 20223,235$261.0K<0.1%−1,437−30.8%ReducedHolders
Q2 20224,672$383.0K<0.1%+462+11.0%AddedHolders
Q1 20224,210$364.0K<0.1%+4,210NewHolders
Q4 20210$00.0%−2,981−100.0%Sold outHolders
Q3 20212,981$209.0K<0.1%+2,981NewHolders
Q2 20210$00.0%−3,215−100.0%Sold outHolders
Q1 20213,215$262.0K<0.1%––Holders

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