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Accel Wealth Management

SEC CIK
0001838226
Latest filing
Jul 10, 2026

PSX holding history

Phillips 66 in every 13F filed by Accel Wealth Management, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of PSX by Accel Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,110−100.0%Sold outHolders
Q1 20261,110$202.2K0.1%+1,110NewHolders
Q2 20230$00.0%−157−100.0%Sold outHolders
Q1 2023157$15.9K<0.1%−200−56.0%ReducedHolders
Q4 2022357$37.1K<0.1%00.0%UnchangedHolders
Q3 2022357$32.0K<0.1%00.0%UnchangedHolders
Q2 2022357$29.0K<0.1%00.0%UnchangedHolders
Q1 2022357$31.0K<0.1%+200+127.4%AddedHolders
Q4 2021157$11.0K<0.1%00.0%UnchangedHolders
Q3 2021157$11.0K<0.1%00.0%UnchangedHolders
Q2 2021157$13.0K<0.1%+1+0.6%AddedHolders
Q1 2021156$13.0K<0.1%––Holders

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