Nicholson Wealth Management Group, LLC
- SEC CIK
- 0002035982
- Latest filing
- Jul 29, 2026
PSX holding history
Phillips 66 in every 13F filed by Nicholson Wealth Management Group, 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)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −12,905−100.0% | Sold out | Holders |
| Q1 2026 | 12,905 | $2.35M | 1.4% | −362−2.7% | Reduced | Holders |
| Q4 2025 | 13,267 | $1.71M | 1.0% | −189−1.4% | Reduced | Holders |
| Q3 2025 | 13,456 | $1.83M | 1.1% | +369+2.8% | Added | Holders |
| Q2 2025 | 13,087 | $1.56M | 1.0% | +1,174+9.9% | Added | Holders |
| Q1 2025 | 11,913 | $1.47M | 1.0% | +10.0% | Added | Holders |
| Q4 2024 | 11,912 | $1.36M | 0.9% | +6,802+133.1% | Added | Holders |
| Q3 2024 | 5,110 | $671.7K | 0.6% | – | No prior filing | Holders |