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Financial Partners Group, LLC

SEC CIK
0001965246
Latest filing
Jul 17, 2025

PSX holding history

Phillips 66 in every 13F filed by Financial Partners 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 2025 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q4 2022
Holdings of PSX by Financial Partners Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−1,553−100.0%Sold outHolders
Q3 20241,553$204.1K0.1%+12+0.8%AddedHolders
Q2 20241,541$217.6K0.1%−7−0.5%ReducedHolders
Q1 20241,548$252.9K0.1%−1,415−47.8%ReducedHolders
Q4 20232,963$394.4K0.2%+22+0.7%AddedHolders
Q3 20232,941$353.4K0.2%+24+0.8%AddedHolders
Q2 20232,917$278.3K0.1%−829−22.1%ReducedHolders
Q1 20233,746$379.8K0.2%+275+7.9%AddedHolders
Q4 20223,471$361.3K0.2%–No prior filingHolders