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Sandy Cove Advisors, LLC

SEC CIK
0001908217
Latest filing
Jul 7, 2026

PSX holding history

Phillips 66 in every 13F filed by Sandy Cove 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 (Q2 2026)
2,159
Value
$365.0K
% of portfolio
0.1%
Quarters held
14
Since Q4 2021
Holdings of PSX by Sandy Cove Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,159$365.0K0.1%+126+6.2%AddedHolders
Q1 20262,033$370.4K0.1%+102+5.3%AddedHolders
Q4 20251,931$249.2K0.1%+87+4.7%AddedHolders
Q3 20251,844$250.8K0.1%+19+1.0%AddedHolders
Q2 20251,825$217.7K0.1%−139−7.1%ReducedHolders
Q1 20251,964$242.5K0.1%+131+7.1%AddedHolders
Q4 20241,833$208.8K0.1%−50−2.7%ReducedHolders
Q3 20241,883$247.5K0.1%+11+0.6%AddedHolders
Q2 20241,872$264.3K0.1%+2+0.1%AddedHolders
Q1 20241,870$305.5K0.1%+53+2.9%AddedHolders
Q4 20231,817$241.9K0.1%−272−13.0%ReducedHolders
Q3 20232,089$251.0K0.1%+2,089NewHolders
Q2 20220$00.0%−1,546−100.0%Sold outHolders
Q1 20221,546$134.0K0.1%00.0%UnchangedHolders
Q4 20211,546$112.0K0.1%–No prior filingHolders