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Livermore
Livermore
ZHEN

Global Financial Private Client, LLC

SEC CIK
0002023568
Latest filing
Jul 20, 2026

PSX holding history

Phillips 66 in every 13F filed by Global Financial Private Client, 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)
1,202
Value
$203.2K
% of portfolio
0.1%
Quarters held
19
Since Q1 2021
Holdings of PSX by Global Financial Private Client, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,202$203.2K0.1%+16+1.3%AddedHolders
Q1 20261,186$216.1K0.1%+1,186NewHolders
Q2 20250$00.0%−1,102−100.0%Sold outHolders
Q1 20251,102$136.1K0.1%+24+2.2%AddedHolders
Q4 20241,078$122.8K<0.1%−15−1.4%ReducedHolders
Q3 20241,093$143.7K0.1%−3,295−75.1%ReducedHolders
Q2 20244,388$619.5K0.3%+232+5.6%AddedHolders
Q1 20244,156$678.9K0.3%+3,169+321.1%AddedHolders
Q4 2023987$131.4K0.1%00.0%UnchangedHolders
Q3 2023987$117.5K0.1%00.0%UnchangedHolders
Q2 2023987$94.4K<0.1%00.0%UnchangedHolders
Q1 2023987$101.6K0.1%00.0%UnchangedHolders
Q4 2022987$102.7K0.1%00.0%UnchangedHolders
Q3 2022987$83.5K<0.1%00.0%UnchangedHolders
Q2 2022987$83.3K<0.1%00.0%UnchangedHolders
Q1 2022987$84.8K<0.1%00.0%UnchangedHolders
Q4 2021987$71.5K<0.1%00.0%UnchangedHolders
Q3 2021987$71.6K<0.1%00.0%UnchangedHolders
Q2 2021987$86.0K<0.1%00.0%UnchangedHolders
Q1 2021987$82.1K0.1%––Holders

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