Left Brain Wealth Management, LLC

SEC CIK: 0001957370
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

PSX holding history

Phillips 66 in every 13F filed by Left Brain Wealth Management, 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 (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q4 2022

Holdings of PSX by Left Brain Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−16,978−100.0%	Sold out	Holders
Q4 2022	16,978	$1.77M	1.3%	–	No prior filing	Holders