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Livermore
Livermore
ZHEN

IVC Wealth Advisors LLC

SEC CIK
0001842811
Latest filing
Jul 14, 2026

PSX holding history

Phillips 66 in every 13F filed by IVC 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 Q2 2026 holdings

Shares (Q2 2026)
1,648
Value
$278.6K
% of portfolio
0.1%
Quarters held
17
Since Q1 2022
Holdings of PSX by IVC Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,648$278.6K0.1%−28−1.7%ReducedHolders
Q1 20261,676$305.4K0.1%−7−0.4%ReducedHolders
Q4 20251,683$217.2K0.1%−17−1.0%ReducedHolders
Q3 20251,700$231.3K0.1%−35−2.0%ReducedHolders
Q2 20251,735$207.0K0.1%+5+0.3%AddedHolders
Q1 20251,730$213.6K0.1%+1,730NewHolders
Q4 20240$00.0%−1,720−100.0%Sold outHolders
Q3 20241,720$226.1K0.1%−1,004−36.9%ReducedHolders
Q2 20242,724$384.6K0.2%−11−0.4%ReducedHolders
Q1 20242,735$446.8K0.3%−12−0.4%ReducedHolders
Q4 20232,747$365.8K0.2%−68−2.4%ReducedHolders
Q3 20232,815$338.2K0.2%+13+0.5%AddedHolders
Q2 20232,802$267.3K0.2%−8−0.3%ReducedHolders
Q1 20232,810$284.9K0.2%−5−0.2%ReducedHolders
Q4 20222,815$293.0K0.2%+68+2.5%AddedHolders
Q3 20222,747$222.0K0.2%+11+0.4%AddedHolders
Q2 20222,736$224.0K0.2%+5+0.2%AddedHolders
Q1 20222,731$236.0K0.2%+2,731NewHolders