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Livermore
Livermore
ZHEN

Ashton Thomas Private Wealth, LLC

SEC CIK
0002019663
Latest filing
Jul 29, 2026

PSX holding history

Phillips 66 in every 13F filed by Ashton Thomas Private Wealth, 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)
13,743
Value
$2.32M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of PSX by Ashton Thomas Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,743$2.32M<0.1%−46−0.3%ReducedHolders
Q1 202613,789$2.51M0.1%−1,170−7.8%ReducedHolders
Q4 202514,959$1.93M<0.1%+817+5.8%AddedHolders
Q3 202514,142$1.92M<0.1%+2,930+26.1%AddedHolders
Q2 202511,212$1.34M<0.1%−23,974−68.1%ReducedHolders
Q1 202535,186$4.34M0.2%+3,296+10.3%AddedHolders
Q4 202431,890$3.63M0.1%+945+3.1%AddedHolders
Q3 202430,945$4.07M0.2%−128−0.4%ReducedHolders
Q2 202431,073$4.39M0.2%−347−1.1%ReducedHolders
Q1 202431,420$5.13M0.3%−685−2.1%ReducedHolders
Q4 202332,105$4.27M0.3%+633+2.0%AddedHolders
Q3 202331,472$3.78M0.3%+5,831+22.7%AddedHolders
Q2 202325,641$2.45M0.2%+1,594+6.6%AddedHolders
Q1 202324,047$2.44M0.2%+4,265+21.6%AddedHolders
Q4 202219,782$2.06M0.2%+2,109+11.9%AddedHolders
Q3 202217,673$1.43M0.2%+4,385+33.0%AddedHolders
Q2 202213,288$1.09M0.1%+386+3.0%AddedHolders
Q1 202212,902$1.11M0.1%+2,573+24.9%AddedHolders
Q4 202110,329$748.4K0.1%+10,329NewHolders
Q3 20210$00.0%−5,846−100.0%Sold outHolders
Q2 20215,846$501.7K0.1%+533+10.0%AddedHolders
Q1 20215,313$433.2K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.