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Livermore
Livermore
ZHEN

BNC Wealth Management, LLC

SEC CIK
0001821549
Latest filing
Jul 21, 2026

PSX holding history

Phillips 66 in every 13F filed by BNC Wealth Management, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q2 2021
Holdings of PSX by BNC Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,651−100.0%Sold outHolders
Q4 20251,651$213.0K0.1%+1+0.1%AddedHolders
Q3 20251,650$224.4K0.1%+1,650NewHolders
Q2 20250$00.0%−1,649−100.0%Sold outHolders
Q1 20251,649$203.6K0.1%+1,649NewHolders
Q4 20240$00.0%−1,647−100.0%Sold outHolders
Q3 20241,647$216.5K0.1%−30,391−94.9%ReducedHolders
Q2 202432,038$4.52M1.7%+2,182+7.3%AddedHolders
Q1 202429,856$4.88M2.1%+729+2.5%AddedHolders
Q4 202329,127$3.88M1.8%−100.0%ReducedHolders
Q3 202329,137$3.50M1.9%+136+0.5%AddedHolders
Q2 202329,001$2.77M1.5%+8,512+41.5%AddedHolders
Q1 202320,489$2.08M1.2%+317+1.6%AddedHolders
Q4 202220,172$2.10M1.2%+20,172NewHolders
Q3 20220$00.0%−16,054−100.0%Sold outHolders
Q2 202216,054$1.32M0.7%+12,927+413.4%AddedHolders
Q1 20223,127$270.0K0.1%+3,127NewHolders
Q3 20210$00.0%−15,749−100.0%Sold outHolders
Q2 202115,749$1.35M0.8%+15,749NewHolders