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Livermore
Livermore
ZHEN

Exeter Financial, LLC

SEC CIK
0001752045
Latest filing
Jul 16, 2026

PSX holding history

Phillips 66 in every 13F filed by Exeter Financial, 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)
14,085
Value
$2.38M
% of portfolio
0.9%
Quarters held
22
Since Q1 2021
Holdings of PSX by Exeter Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,085$2.38M0.9%−490−3.4%ReducedHolders
Q1 202614,575$2.66M1.1%−150−1.0%ReducedHolders
Q4 202514,725$1.90M0.8%00.0%UnchangedHolders
Q3 202514,725$2.00M0.9%00.0%UnchangedHolders
Q2 202514,725$1.76M0.8%+1,785+13.8%AddedHolders
Q1 202512,940$1.60M0.7%+210+1.6%AddedHolders
Q4 202412,730$1.45M0.7%+1,675+15.2%AddedHolders
Q3 202411,055$1.45M0.6%00.0%UnchangedHolders
Q2 202411,055$1.56M0.7%−20−0.2%ReducedHolders
Q1 202411,075$1.89M0.9%−575−4.9%ReducedHolders
Q4 202311,650$1.55M0.8%−875−7.0%ReducedHolders
Q3 202312,525$1.50M0.8%00.0%UnchangedHolders
Q2 202312,525$1.27M0.7%00.0%UnchangedHolders
Q1 202312,525$1.31M0.7%00.0%UnchangedHolders
Q4 202212,525$1.30M0.7%00.0%UnchangedHolders
Q3 202212,525$1.01M0.6%+700+5.9%AddedHolders
Q2 202211,825$970.0K0.5%+175+1.5%AddedHolders
Q1 202211,650$1.01M0.5%+150+1.3%AddedHolders
Q4 202111,500$964.0K0.5%−300−2.5%ReducedHolders
Q3 202111,800$826.0K0.5%00.0%UnchangedHolders
Q2 202111,800$1.04M0.6%00.0%UnchangedHolders
Q1 202111,800$962.0K0.6%––Holders

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