Partners Wealth Management, LLC

SEC CIK: 0002054714
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

PSX holding history

Phillips 66 in every 13F filed by Partners Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PSX overview All 13F holders of PSX Full Q2 2026 holdings

Shares (Q2 2026): 1,428
Value: $241.3K
% of portfolio: 0.2%
Quarters held: 4; Since Q3 2025

Holdings of PSX by Partners Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,428	$241.3K	0.2%	−127−8.2%	Reduced	Holders
Q1 2026	1,555	$283.3K	0.3%	+1+0.1%	Added	Holders
Q4 2025	1,554	$200.5K	0.2%	+2+0.1%	Added	Holders
Q3 2025	1,552	$211.1K	0.2%	+1,552	New	Holders