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Livermore
Livermore
ZHEN

Keystone Wealth Services, LLC

SEC CIK
0001866189
Latest filing
Aug 5, 2026

PSX holding history

Phillips 66 in every 13F filed by Keystone Wealth Services, 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)
16,016
Value
$2.71M
% of portfolio
0.5%
Quarters held
18
Since Q1 2022
Holdings of PSX by Keystone Wealth Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,016$2.71M0.5%+196+1.2%AddedHolders
Q1 202615,820$2.88M0.6%+79+0.5%AddedHolders
Q4 202515,741$2.03M0.4%−267−1.7%ReducedHolders
Q3 202516,008$2.18M0.5%−110−0.7%ReducedHolders
Q2 202516,118$1.92M0.5%−300−1.8%ReducedHolders
Q1 202516,418$2.03M0.5%−265−1.6%ReducedHolders
Q4 202416,683$1.90M0.5%−600−3.5%ReducedHolders
Q3 202417,283$2.27M0.6%−374−2.1%ReducedHolders
Q2 202417,657$2.49M0.8%+13+0.1%AddedHolders
Q1 202417,644$2.88M0.9%+20.0%AddedHolders
Q4 202317,642$2.35M0.8%−897−4.8%ReducedHolders
Q3 202318,539$2.23M0.8%−304−1.6%ReducedHolders
Q2 202318,843$1.80M0.7%+70.0%AddedHolders
Q1 202318,836$1.91M0.8%+60.0%AddedHolders
Q4 202218,830$1.96M0.9%−295−1.5%ReducedHolders
Q3 202219,125$1.54M0.7%+70.0%AddedHolders
Q2 202219,118$1.57M0.7%+50.0%AddedHolders
Q1 202219,113$1.65M0.7%+19,113NewHolders