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Livermore
Livermore
ZHEN

Worth Financial Advisory Group, LLC

SEC CIK
0001964358
Latest filing
Jul 30, 2026

PSX holding history

Phillips 66 in every 13F filed by Worth Financial 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)
5,085
Value
$859.6K
% of portfolio
0.4%
Quarters held
14
Since Q4 2022
Holdings of PSX by Worth Financial Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,085$859.6K0.4%+5,085NewHolders
Q1 20260$00.0%−5,084−100.0%Sold outHolders
Q4 20255,084$656.0K0.3%00.0%UnchangedHolders
Q3 20255,084$691.5K0.4%−19−0.4%ReducedHolders
Q2 20255,103$608.8K0.4%−150−2.9%ReducedHolders
Q1 20255,253$648.7K0.4%−106−2.0%ReducedHolders
Q4 20245,359$610.6K0.4%−75−1.4%ReducedHolders
Q3 20245,434$714.3K0.4%+73+1.4%AddedHolders
Q2 20245,361$756.8K0.5%+35+0.7%AddedHolders
Q1 20245,326$869.9K0.6%+355+7.1%AddedHolders
Q4 20234,971$661.8K0.5%−599−10.8%ReducedHolders
Q3 20235,570$669.2K0.6%00.0%UnchangedHolders
Q2 20235,570$531.3K0.5%−175−3.0%ReducedHolders
Q1 20235,745$582.4K0.6%−246−4.1%ReducedHolders
Q4 20225,991$623.5K0.7%–No prior filingHolders