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Livermore
Livermore
ZHEN

Flywheel Private Wealth LLC

SEC CIK
0002029680
Latest filing
Jul 21, 2026

PSX holding history

Phillips 66 in every 13F filed by Flywheel 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)
2,168
Value
$366.5K
% of portfolio
0.2%
Quarters held
7
Since Q4 2024
Holdings of PSX by Flywheel Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,168$366.5K0.2%−105−4.6%ReducedHolders
Q1 20262,273$414.1K0.2%00.0%UnchangedHolders
Q4 20252,273$293.3K0.2%00.0%UnchangedHolders
Q3 20252,273$309.2K0.2%00.0%UnchangedHolders
Q2 20252,273$271.2K0.2%00.0%UnchangedHolders
Q1 20252,273$280.7K0.3%00.0%UnchangedHolders
Q4 20242,273$259.0K0.2%–No prior filingHolders