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Livermore
Livermore
ZHEN

Transcend Wealth Collective, LLC

SEC CIK
0001776082
Latest filing
Aug 4, 2026

PSX holding history

Phillips 66 in every 13F filed by Transcend Wealth Collective, 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)
15,463
Value
$2.61M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of PSX by Transcend Wealth Collective, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,463$2.61M0.2%+8,890+135.3%AddedHolders
Q1 20266,573$1.20M0.1%+534+8.8%AddedHolders
Q4 20256,039$779.3K0.1%+1,101+22.3%AddedHolders
Q3 20254,938$671.7K<0.1%+2,328+89.2%AddedHolders
Q2 20252,610$311.3K<0.1%−1,004−27.8%ReducedHolders
Q1 20253,614$446.2K<0.1%−415−10.3%ReducedHolders
Q4 20244,029$459.1K<0.1%−323−7.4%ReducedHolders
Q3 20244,352$572.2K<0.1%−1,044−19.3%ReducedHolders
Q2 20245,396$761.8K0.1%+752+16.2%AddedHolders
Q1 20244,644$758.5K0.1%+16+0.3%AddedHolders
Q4 20234,628$616.2K0.1%+525+12.8%AddedHolders
Q3 20234,103$493.0K<0.1%−1,454−26.2%ReducedHolders
Q2 20235,557$530.0K0.1%−1,036−15.7%ReducedHolders
Q1 20236,593$668.4K0.1%+139+2.2%AddedHolders
Q4 20226,454$671.7K0.1%−285−4.2%ReducedHolders
Q3 20226,739$544.0K0.1%−44−0.6%ReducedHolders
Q2 20226,783$556.0K0.1%−807−10.6%ReducedHolders
Q1 20227,590$656.0K0.1%+1,929+34.1%AddedHolders
Q4 20215,661$410.0K<0.1%+1,547+37.6%AddedHolders
Q3 20214,114$338.0K<0.1%+82+2.0%AddedHolders
Q2 20214,032$348.0K0.1%+1,377+51.9%AddedHolders
Q1 20212,655$217.0K<0.1%––Holders

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