Skip to main content
Livermore
Livermore
ZHEN

Powers Advisory Group, LLC

SEC CIK
0001927474
Latest filing
Jul 31, 2026

PSX holding history

Phillips 66 in every 13F filed by Powers Advisory Group, 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)
1,625
Value
$274.7K
% of portfolio
0.1%
Quarters held
16
Since Q3 2022
Holdings of PSX by Powers Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,625$274.7K0.1%−249−13.3%ReducedHolders
Q1 20261,874$341.4K0.1%+1+0.1%AddedHolders
Q4 20251,873$241.7K0.1%+1+0.1%AddedHolders
Q3 20251,872$254.7K0.1%−224−10.7%ReducedHolders
Q2 20252,096$250.1K0.1%−384−15.5%ReducedHolders
Q1 20252,480$306.2K0.1%−199−7.4%ReducedHolders
Q4 20242,679$305.2K0.2%−349−11.5%ReducedHolders
Q3 20243,028$398.0K0.2%−115−3.7%ReducedHolders
Q2 20243,143$443.7K0.2%−200−6.0%ReducedHolders
Q1 20243,343$546.0K0.3%00.0%UnchangedHolders
Q4 20233,343$445.1K0.3%00.0%UnchangedHolders
Q3 20233,343$401.7K0.3%00.0%UnchangedHolders
Q2 20233,343$318.9K0.2%−493−12.9%ReducedHolders
Q1 20233,836$388.9K0.3%00.0%UnchangedHolders
Q4 20223,836$399.3K0.3%00.0%UnchangedHolders
Q3 20223,836$310.0K0.2%+3,836NewHolders