Regatta Capital Group, LLC

SEC CIK: 0001911488
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

PSX holding history

Phillips 66 in every 13F filed by Regatta Capital Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PSX overview All 13F holders of PSX Full Q2 2026 holdings

Shares (Q2 2026): 1,427
Value: $241.2K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2024

Holdings of PSX by Regatta Capital Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,427	$241.2K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	1,427	$260.0K	<0.1%	+1,427	New	Holders
Q2 2024	0	$0	0.0%	−1,506−100.0%	Sold out	Holders
Q1 2024	1,506	$245.9K	0.1%	+1,506	New	Holders