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Inlet Private Wealth, LLC

SEC CIK
0001759751
Latest filing
Aug 7, 2026

PSX holding history

Phillips 66 in every 13F filed by Inlet Private Wealth, 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 (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of PSX by Inlet Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−5,162−100.0%Sold outHolders
Q2 20235,162$492.3K0.1%00.0%UnchangedHolders
Q1 20235,162$523.3K0.1%00.0%UnchangedHolders
Q4 20225,162$537.2K0.1%+19+0.4%AddedHolders
Q3 20225,143$415.0K0.1%−4−0.1%ReducedHolders
Q2 20225,147$422.0K0.1%+20+0.4%AddedHolders
Q1 20225,127$443.0K0.1%+101+2.0%AddedHolders
Q4 20215,026$364.0K0.1%+26+0.5%AddedHolders
Q3 20215,000$350.0K0.1%00.0%UnchangedHolders
Q2 20215,000$429.0K0.1%00.0%UnchangedHolders
Q1 20215,000$408.0K0.1%––Holders

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