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Planned Solutions, Inc.

SEC CIK
0001831332
Latest filing
Jul 13, 2026

PSX holding history

Phillips 66 in every 13F filed by Planned Solutions, Inc., 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 (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2023
Holdings of PSX by Planned Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−980−100.0%Sold outHolders
Q3 2024980$128.8K0.1%+980NewHolders
Q1 20240$00.0%−980−100.0%Sold outHolders
Q4 2023980$130.5K0.1%+980NewHolders