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Livermore
Livermore
ZHEN

Parcion Private Wealth LLC

SEC CIK
0001801263
Latest filing
Jul 27, 2026

PSX holding history

Phillips 66 in every 13F filed by Parcion 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 (Q2 2026)
14,333
Value
$2.42M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PSX by Parcion Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,333$2.42M0.1%+1,502+11.7%AddedHolders
Q1 202612,831$2.34M0.1%−212−1.6%ReducedHolders
Q4 202513,043$1.68M0.1%+1,685+14.8%AddedHolders
Q3 202511,358$1.54M0.1%+1,364+13.6%AddedHolders
Q2 20259,994$1.19M0.1%+491+5.2%AddedHolders
Q1 20259,503$1.17M0.1%+267+2.9%AddedHolders
Q4 20249,236$1.05M0.1%−45−0.5%ReducedHolders
Q3 20249,281$1.22M0.1%+56+0.6%AddedHolders
Q2 20249,225$1.30M0.1%+7+0.1%AddedHolders
Q1 20249,218$1.51M0.1%00.0%UnchangedHolders
Q4 20239,218$1.23M0.1%00.0%UnchangedHolders
Q3 20239,218$1.11M0.1%00.0%UnchangedHolders
Q2 20239,218$879.2K0.1%−17−0.2%ReducedHolders
Q1 20239,235$936.2K0.1%+17+0.2%AddedHolders
Q4 20229,218$959.4K0.1%00.0%UnchangedHolders
Q3 20229,218$744.0K0.1%00.0%UnchangedHolders
Q2 20229,218$779.0K0.1%+106+1.2%AddedHolders
Q1 20229,112$796.0K0.1%−106−1.1%ReducedHolders
Q4 20219,218$815.0K0.1%00.0%UnchangedHolders
Q3 20219,218$748.0K0.1%+109+1.2%AddedHolders
Q2 20219,109$782.0K0.1%00.0%UnchangedHolders
Q1 20219,109$743.0K0.1%––Holders

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