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Livermore
Livermore
ZHEN

CFM Wealth Partners LLC

SEC CIK
0001801097
Latest filing
Aug 7, 2026

PSX holding history

Phillips 66 in every 13F filed by CFM Wealth Partners 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)
9,623
Value
$1.63M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of PSX by CFM Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,623$1.63M0.2%00.0%UnchangedHolders
Q1 20269,623$1.75M0.3%−1,000−9.4%ReducedHolders
Q4 202510,623$1.37M0.2%+6+0.1%AddedHolders
Q3 202510,617$1.44M0.2%+6+0.1%AddedHolders
Q2 202510,611$1.27M0.2%+8+0.1%AddedHolders
Q1 202510,603$1.31M0.2%−23−0.2%ReducedHolders
Q4 202410,626$1.21M0.2%−54−0.5%ReducedHolders
Q3 202410,680$1.40M0.2%−11,497−51.8%ReducedHolders
Q2 202422,177$3.13M0.6%+60.0%AddedHolders
Q1 202422,171$3.62M0.7%−3,396−13.3%ReducedHolders
Q4 202325,567$3.40M0.8%+50.0%AddedHolders
Q3 202325,562$3.07M0.8%−1,838−6.7%ReducedHolders
Q2 202327,400$2.61M0.6%+36+0.1%AddedHolders
Q1 202327,364$2.77M0.8%+60.0%AddedHolders
Q4 202227,358$2.85M0.9%+50.0%AddedHolders
Q3 202227,353$2.21M0.7%+60.0%AddedHolders
Q2 202227,347$2.24M0.7%−371−1.3%ReducedHolders
Q1 202227,718$2.40M0.6%+10,891+64.7%AddedHolders
Q4 202116,827$1.27M0.3%−234−1.4%ReducedHolders
Q3 202117,061$1.19M0.3%+70.0%AddedHolders
Q2 202117,054$1.46M0.4%−464−2.6%ReducedHolders
Q1 202117,518$1.43M0.4%––Holders

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