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Covestor Ltd

SEC CIK
0001909846
Latest filing
Aug 7, 2026

PSX holding history

Phillips 66 in every 13F filed by Covestor Ltd, 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)
319
Value
$54.0K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of PSX by Covestor Ltd, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026319$54.0K<0.1%+165+107.1%AddedHolders
Q1 2026154$28.0K<0.1%−58−27.4%ReducedHolders
Q4 2025212$27.0K<0.1%−1−0.5%ReducedHolders
Q3 2025213$29.0K<0.1%−210−49.6%ReducedHolders
Q2 2025423$50.0K<0.1%−461−52.1%ReducedHolders
Q1 2025884$109.0K0.1%+420+90.5%AddedHolders
Q4 2024464$53.0K<0.1%−50−9.7%ReducedHolders
Q3 2024514$68.0K<0.1%+104+25.4%AddedHolders
Q2 2024410$58.0K<0.1%−12−2.8%ReducedHolders
Q1 2024422$69.0K<0.1%−768−64.5%ReducedHolders
Q4 20231,190$158.0K0.1%−42−3.4%ReducedHolders
Q3 20231,232$148.0K0.1%−88−6.7%ReducedHolders
Q2 20231,320$126.0K0.1%−868−39.7%ReducedHolders
Q1 20232,188$222.0K0.2%+548+33.4%AddedHolders
Q4 20221,640$171.0K0.1%+163+11.0%AddedHolders
Q3 20221,477$119.0K0.1%+434+41.6%AddedHolders
Q2 20221,043$86.0K0.1%+402+62.7%AddedHolders
Q1 2022641$55.0K<0.1%+362+129.7%AddedHolders
Q4 2021279$20.0K<0.1%–No prior filingHolders