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Livermore
Livermore
ZHEN

SkyOak Wealth, LLC

SEC CIK
0001800379
Latest filing
Jul 30, 2026

PSX holding history

Phillips 66 in every 13F filed by SkyOak 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)
1,703
Value
$287.9K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of PSX by SkyOak Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,703$287.9K<0.1%−125−6.8%ReducedHolders
Q1 20261,828$333.0K0.1%−350−16.1%ReducedHolders
Q4 20252,178$281.0K0.1%−200−8.4%ReducedHolders
Q3 20252,378$323.5K0.1%00.0%UnchangedHolders
Q2 20252,378$283.7K0.1%00.0%UnchangedHolders
Q1 20252,378$293.6K0.1%00.0%UnchangedHolders
Q4 20242,378$270.9K0.1%00.0%UnchangedHolders
Q3 20242,378$312.6K0.1%00.0%UnchangedHolders
Q2 20242,378$335.7K0.1%00.0%UnchangedHolders
Q1 20242,378$388.4K0.1%00.0%UnchangedHolders
Q4 20232,378$316.6K0.1%00.0%UnchangedHolders
Q3 20232,378$285.7K0.1%+38+1.6%AddedHolders
Q2 20232,340$223.2K0.1%00.0%UnchangedHolders
Q1 20232,340$237.2K0.1%00.0%UnchangedHolders
Q4 20222,340$243.5K0.1%+2,340NewHolders