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Livermore
Livermore
ZHEN

Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

PSX holding history

Phillips 66 in every 13F filed by Beacon Pointe 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 (Q2 2026)
47,011
Value
$7.95M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PSX by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202647,011$7.95M<0.1%+1,495+3.3%AddedHolders
Q1 202645,516$8.29M<0.1%+6,218+15.8%AddedHolders
Q4 202539,298$5.07M<0.1%+11,881+43.3%AddedHolders
Q3 202527,417$3.73M<0.1%+100.0%AddedHolders
Q2 202527,407$3.27M<0.1%−1,168−4.1%ReducedHolders
Q1 202528,575$3.53M<0.1%−18,626−39.5%ReducedHolders
Q4 202447,201$5.38M0.1%−796−1.7%ReducedHolders
Q3 202447,997$6.31M0.1%−564−1.2%ReducedHolders
Q2 202448,561$6.86M0.1%−3,598−6.9%ReducedHolders
Q1 202452,159$8.52M0.1%+1,831+3.6%AddedHolders
Q4 202350,328$6.70M0.1%+3,055+6.5%AddedHolders
Q3 202347,273$5.68M0.1%+23,824+101.6%AddedHolders
Q2 202323,449$2.24M<0.1%+1,344+6.1%AddedHolders
Q1 202322,105$2.24M<0.1%+11,750+113.5%AddedHolders
Q4 202210,355$1.08M<0.1%+1,048+11.3%AddedHolders
Q3 20229,307$756.0K<0.1%−250−2.6%ReducedHolders
Q2 20229,557$786.0K<0.1%−36,965−79.5%ReducedHolders
Q1 202246,522$4.02M0.1%+38,079+451.0%AddedHolders
Q4 20218,443$612.0K<0.1%+2,735+47.9%AddedHolders
Q3 20215,708$400.0K<0.1%−3,769−39.8%ReducedHolders
Q2 20219,477$813.0K<0.1%+6,136+183.7%AddedHolders
Q1 20213,341$272.0K<0.1%––Holders

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