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Livermore
Livermore
ZHEN

Stegent Equity Advisors, Inc.

SEC CIK
0001908976
Latest filing
Jul 29, 2026

PSX holding history

Phillips 66 in every 13F filed by Stegent Equity Advisors, Inc., 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)
7,589
Value
$1.28M
% of portfolio
0.9%
Quarters held
15
Since Q4 2022
Holdings of PSX by Stegent Equity Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,589$1.28M0.9%−300−3.8%ReducedHolders
Q1 20267,889$1.44M1.2%−268−3.3%ReducedHolders
Q4 20258,157$1.05M0.8%00.0%UnchangedHolders
Q3 20258,157$1.11M0.9%−28−0.3%ReducedHolders
Q2 20258,185$976.5K0.9%00.0%UnchangedHolders
Q1 20258,185$1.01M1.0%+2,553+45.3%AddedHolders
Q4 20245,632$641.7K0.7%00.0%UnchangedHolders
Q3 20245,632$740.3K0.8%00.0%UnchangedHolders
Q2 20245,632$795.1K0.8%00.0%UnchangedHolders
Q1 20245,632$919.9K0.9%−70−1.2%ReducedHolders
Q4 20235,702$759.2K0.9%−93−1.6%ReducedHolders
Q3 20235,795$696.3K0.9%00.0%UnchangedHolders
Q2 20235,795$552.7K0.6%−139−2.3%ReducedHolders
Q1 20235,934$601.6K0.6%−228−3.7%ReducedHolders
Q4 20226,162$641.3K0.8%+6,162NewHolders