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C2C Wealth Management, LLC

SEC CIK
0001868903
Latest filing
Jul 9, 2026

PSX holding history

Phillips 66 in every 13F filed by C2C Wealth Management, 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 (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q4 2021
Holdings of PSX by C2C Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−6,267−100.0%Sold outHolders
Q3 20236,267$743.2K0.1%00.0%UnchangedHolders
Q2 20236,267$622.7K0.1%00.0%UnchangedHolders
Q1 20236,267$664.1K0.1%00.0%UnchangedHolders
Q4 20226,267$652.3K0.1%00.0%UnchangedHolders
Q3 20226,267$566.0K0.1%00.0%UnchangedHolders
Q2 20226,267$535.0K0.1%00.0%UnchangedHolders
Q1 20226,267$567.0K0.1%−1,900−23.3%ReducedHolders
Q4 20218,167$592.0K0.1%–No prior filingHolders