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Livermore
Livermore
ZHEN

Phoenix Wealth Advisors

SEC CIK
0001842362
Latest filing
Jul 31, 2026

CHRW holding history

C. H. Robinson Worldwide, Inc. in every 13F filed by Phoenix Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CHRW overviewAll 13F holders of CHRWFull Q2 2026 holdings

Shares (Q2 2026)
2,239
Value
$421.7K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of CHRW by Phoenix Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,239$421.7K0.1%−34−1.5%ReducedHolders
Q1 20262,273$377.5K0.1%−79−3.4%ReducedHolders
Q4 20252,352$378.1K0.1%−33−1.4%ReducedHolders
Q3 20252,385$315.8K0.1%−47−1.9%ReducedHolders
Q2 20252,432$233.3K0.1%+21+0.9%AddedHolders
Q1 20252,411$246.9K0.1%+74+3.2%AddedHolders
Q4 20242,337$241.5K0.1%−76−3.1%ReducedHolders
Q3 20242,413$266.3K0.1%−51−2.1%ReducedHolders
Q2 20242,464$217.1K0.1%+2,464NewHolders
Q1 20240$00.0%−2,460−100.0%Sold outHolders
Q4 20232,460$214.3K0.1%−23−0.9%ReducedHolders
Q3 20232,483$213.9K0.1%+10+0.4%AddedHolders
Q2 20232,473$233.3K0.1%−15−0.6%ReducedHolders
Q1 20232,488$247.2K0.2%+64+2.6%AddedHolders
Q4 20222,424$221.9K0.1%+106+4.6%AddedHolders
Q3 20222,318$223.0K0.2%−12−0.5%ReducedHolders
Q2 20222,330$236.0K0.2%+132+6.0%AddedHolders
Q1 20222,198$219.0K0.2%+161+7.9%AddedHolders
Q4 20212,037$219.0K0.2%−502−19.8%ReducedHolders
Q3 20212,539$221.0K0.2%+11+0.4%AddedHolders
Q2 20212,528$235.0K0.2%+238+10.4%AddedHolders
Q1 20212,290$222.0K0.2%––Holders

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