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Cercano Management LLC

SEC CIK
0001936416
Latest filing
Aug 13, 2026

PSX holding history

Phillips 66 in every 13F filed by Cercano Management 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)
9,396
Value
$1.59M
% of portfolio
0.2%
Quarters held
7
Since Q2 2023
Holdings of PSX by Cercano Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,396$1.59M0.2%00.0%UnchangedHolders
Q1 20269,396$1.71M0.1%−1,126−10.7%ReducedHolders
Q4 202510,522$1.36M0.1%+10,522NewHolders
Q2 20250$00.0%−16,290−100.0%Sold outHolders
Q1 202516,290$2.01M0.1%−22,669−58.2%ReducedHolders
Q4 202438,959$4.44M0.1%+38,959NewHolders
Q4 20230$00.0%−18,500−100.0%Sold outHolders
Q3 202318,500$2.22M0.1%00.0%UnchangedHolders
Q2 202318,500$1.76M0.1%+18,500NewHolders