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Spurstone Advisory Services, LLC

SEC CIK
0002056079
Latest filing
Aug 10, 2026

PSX holding history

Phillips 66 in every 13F filed by Spurstone Advisory Services, 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)
25
Value
$4.36K
% of portfolio
0.1%
Quarters held
7
Since Q4 2024
Holdings of PSX by Spurstone Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625$4.36K0.1%00.0%UnchangedHolders
Q1 202625$4.55K0.1%00.0%UnchangedHolders
Q4 202525$3.23K0.1%−1,000−97.6%ReducedHolders
Q3 20251,025$139.4K2.0%+1,000+4,000.0%AddedHolders
Q2 202525$2.98K<0.1%00.0%UnchangedHolders
Q1 202525$3.09K0.1%00.0%UnchangedHolders
Q4 202425$2.85K0.1%–No prior filingHolders