Skip to main content
Livermore
Livermore
ZHEN

Crestmont Private Wealth LLC

SEC CIK
0001873372
Latest filing
Aug 7, 2026

PSX holding history

Phillips 66 in every 13F filed by Crestmont Private Wealth 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)
1,697
Value
$286.9K
% of portfolio
0.1%
Quarters held
11
Since Q3 2023
Holdings of PSX by Crestmont Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,697$286.9K0.1%00.0%UnchangedHolders
Q1 20261,697$309.1K0.1%−1−0.1%ReducedHolders
Q4 20251,698$219.1K0.1%00.0%UnchangedHolders
Q3 20251,698$230.9K0.1%00.0%UnchangedHolders
Q2 20251,698$202.6K0.1%00.0%UnchangedHolders
Q1 20251,698$209.7K0.1%+1,698NewHolders
Q4 20240$00.0%−1,698−100.0%Sold outHolders
Q3 20241,698$223.2K0.1%00.0%UnchangedHolders
Q2 20241,698$239.7K0.1%−49−2.8%ReducedHolders
Q1 20241,747$285.3K0.1%+49+2.9%AddedHolders
Q4 20231,698$226.1K0.1%−51−2.9%ReducedHolders
Q3 20231,749$210.1K0.1%+1,749NewHolders