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Livermore
Livermore
ZHEN

Evoke Wealth, LLC

SEC CIK
0001793432
Latest filing
Aug 10, 2026

PSX holding history

Phillips 66 in every 13F filed by Evoke 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 (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of PSX by Evoke Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−5,988−100.0%Sold outHolders
Q1 20265,988$1.09M<0.1%+561+10.3%AddedHolders
Q4 20255,427$700.2K<0.1%+1,040+23.7%AddedHolders
Q3 20254,387$596.8K<0.1%+728+19.9%AddedHolders
Q2 20253,659$436.6K<0.1%+1,804+97.3%AddedHolders
Q1 20251,855$229.1K<0.1%+38+2.1%AddedHolders
Q4 20241,817$207.0K<0.1%+212+13.2%AddedHolders
Q3 20241,605$211.0K<0.1%+1,605NewHolders
Q2 20240$00.0%−1,653−100.0%Sold outHolders
Q1 20241,653$270.0K<0.1%+1,653NewHolders
Q4 20230$00.0%−2,242−100.0%Sold outHolders
Q3 20232,242$269.4K<0.1%+48+2.2%AddedHolders
Q2 20232,194$209.3K<0.1%+2,194NewHolders
Q1 20230$00.0%−2,542−100.0%Sold outHolders
Q4 20222,542$264.6K<0.1%+26+1.0%AddedHolders
Q3 20222,516$203.0K<0.1%+906+56.3%AddedHolders
Q2 20221,610$132.0K<0.1%+713+79.5%AddedHolders
Q1 2022897$77.0K<0.1%+188+26.5%AddedHolders
Q4 2021709$51.0K<0.1%+1+0.1%AddedHolders
Q3 2021708$49.0K<0.1%−1−0.1%ReducedHolders
Q2 2021709$61.0K<0.1%−39−5.2%ReducedHolders
Q1 2021748$61.0K<0.1%––Holders

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