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Lifeworks Advisors, LLC

SEC CIK
0001882132
Latest filing
Aug 14, 2026

PSX holding history

Phillips 66 in every 13F filed by Lifeworks 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q1 2025
Holdings of PSX by Lifeworks Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−2,079−100.0%Sold outHolders
Q2 20252,079$248.0K<0.1%+267+14.7%AddedHolders
Q1 20251,812$223.8K<0.1%+1,812NewHolders