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Livermore
Livermore
ZHEN

Viawealth, LLC

SEC CIK
0001965401
Latest filing
Aug 11, 2026

PSX holding history

Phillips 66 in every 13F filed by Viawealth, 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)
1,795
Value
$303.4K
% of portfolio
0.2%
Quarters held
12
Since Q3 2023
Holdings of PSX by Viawealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,795$303.4K0.2%+2+0.1%AddedHolders
Q1 20261,793$326.7K0.2%+1+0.1%AddedHolders
Q4 20251,792$231.3K0.1%+1+0.1%AddedHolders
Q3 20251,791$243.6K0.1%00.0%UnchangedHolders
Q2 20251,791$213.7K0.1%00.0%UnchangedHolders
Q1 20251,791$221.2K0.1%00.0%UnchangedHolders
Q4 20241,791$204.0K0.1%00.0%UnchangedHolders
Q3 20241,791$235.4K0.1%00.0%UnchangedHolders
Q2 20241,791$252.8K0.2%+2+0.1%AddedHolders
Q1 20241,789$292.2K0.2%+2+0.1%AddedHolders
Q4 20231,787$237.9K0.2%+2+0.1%AddedHolders
Q3 20231,785$214.4K0.2%+1,785NewHolders