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Livermore
Livermore
ZHEN

Tanager Wealth Management LLP

SEC CIK
0001892929
Latest filing
Jul 23, 2026

PSX holding history

Phillips 66 in every 13F filed by Tanager Wealth Management LLP, 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)
3,341
Value
$564.8K
% of portfolio
<0.1%
Quarters held
17
Since Q2 2022
Holdings of PSX by Tanager Wealth Management LLP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,341$564.8K<0.1%+15+0.5%AddedHolders
Q1 20263,326$605.9K0.1%00.0%UnchangedHolders
Q4 20253,326$429.2K<0.1%+9+0.3%AddedHolders
Q3 20253,317$451.2K<0.1%−96−2.8%ReducedHolders
Q2 20253,413$407.2K<0.1%+25+0.7%AddedHolders
Q1 20253,388$418.4K0.1%+100+3.0%AddedHolders
Q4 20243,288$374.6K<0.1%+8+0.2%AddedHolders
Q3 20243,280$431.2K0.1%−49−1.5%ReducedHolders
Q2 20243,329$470.0K0.1%00.0%UnchangedHolders
Q1 20243,329$543.8K0.1%+49+1.5%AddedHolders
Q4 20233,280$436.7K0.1%00.0%UnchangedHolders
Q3 20233,280$394.1K0.1%+3+0.1%AddedHolders
Q2 20233,277$312.6K0.1%+6+0.2%AddedHolders
Q1 20233,271$331.6K0.1%00.0%UnchangedHolders
Q4 20223,271$340.4K0.1%+184+6.0%AddedHolders
Q3 20223,087$249.0K0.2%00.0%UnchangedHolders
Q2 20223,087$253.0K0.2%+3,087NewHolders