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Clearview Wealth Advisors LLC

SEC CIK
0001840306
Latest filing
Feb 17, 2026

PSX holding history

Phillips 66 in every 13F filed by Clearview Wealth Advisors 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 Q4 2025 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of PSX by Clearview Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−745−100.0%Sold outHolders
Q2 2023745$71.1K0.1%+1+0.1%AddedHolders
Q1 2023744$75.5K0.1%00.0%UnchangedHolders
Q4 2022744$77.5K0.1%+83+12.6%AddedHolders
Q3 2022661$53.0K<0.1%00.0%UnchangedHolders
Q2 2022661$54.0K<0.1%00.0%UnchangedHolders
Q1 2022661$57.0K<0.1%−301−31.3%ReducedHolders
Q4 2021962$70.0K<0.1%−932−49.2%ReducedHolders
Q3 20211,894$133.0K0.1%+1+0.1%AddedHolders
Q2 20211,893$163.0K0.1%+13+0.7%AddedHolders
Q1 20211,880$153.0K0.1%––Holders

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