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Livermore
Livermore
ZHEN

Wealth Advisory Solutions, LLC

SEC CIK
0001834802
Latest filing
Jul 24, 2026

PSX holding history

Phillips 66 in every 13F filed by Wealth Advisory Solutions, 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)
4,479
Value
$757.2K
% of portfolio
0.2%
Quarters held
19
Since Q1 2021
Holdings of PSX by Wealth Advisory Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,479$757.2K0.2%00.0%UnchangedHolders
Q1 20264,479$816.0K0.2%00.0%UnchangedHolders
Q4 20254,479$578.0K0.1%−1,590−26.2%ReducedHolders
Q3 20256,069$825.5K0.2%−40−0.7%ReducedHolders
Q2 20256,109$728.8K0.2%+30+0.5%AddedHolders
Q1 20256,079$750.6K0.2%−20.0%ReducedHolders
Q4 20246,081$692.8K0.2%−836−12.1%ReducedHolders
Q3 20246,917$909.2K0.3%+889+14.7%AddedHolders
Q2 20246,028$851.0K0.2%00.0%UnchangedHolders
Q1 20246,028$984.6K0.3%+6,028NewHolders
Q4 20230$00.0%−6,105−100.0%Sold outHolders
Q3 20236,105$733.5K0.1%+6,105NewHolders
Q2 20230$00.0%−8,199−100.0%Sold outHolders
Q1 20238,199$831.2K0.2%−22,832−73.6%ReducedHolders
Q4 202231,031$3.23M0.9%−1,545−4.7%ReducedHolders
Q3 202232,576$2.63M0.7%+1,106+3.5%AddedHolders
Q2 202231,470$2.58M0.6%+747+2.4%AddedHolders
Q1 202230,723$2.65M0.6%–No prior filingHolders
Q4 2021––––Not filedHolders
Q3 202121,965$1.54M0.3%+1,072+5.1%AddedHolders
Q2 202120,893$1.79M0.4%−230−1.1%ReducedHolders
Q1 202121,123$2.00K<0.1%––Holders

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