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Abacus Wealth Partners, LLC

SEC CIK
0001978011
Latest filing
Jul 22, 2026

PSX holding history

Phillips 66 in every 13F filed by Abacus Wealth Partners, 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 (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2021
Holdings of PSX by Abacus Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−2,306−100.0%Sold outHolders
Q2 20242,306$325.5K0.1%+28+1.2%AddedHolders
Q1 20242,278$372.1K0.1%+4+0.2%AddedHolders
Q4 20232,274$302.7K0.1%00.0%UnchangedHolders
Q3 20232,274$273.2K0.1%00.0%UnchangedHolders
Q2 20232,274$216.9K0.1%−23−1.0%ReducedHolders
Q1 20232,297$214.6K0.1%+23+1.0%AddedHolders
Q4 20222,274$236.7K0.1%+2,274NewHolders
Q3 20210$00.0%−2,396−100.0%Sold outHolders
Q2 20212,396$205.6K0.1%+2,396NewHolders