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Livermore
Livermore
ZHEN

Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

PSX holding history

Phillips 66 in every 13F filed by Caldwell Trust Co, 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)
18,852
Value
$3.19M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of PSX by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,852$3.19M0.3%+277+1.5%AddedHolders
Q1 202618,575$3.38M0.3%+1,186+6.8%AddedHolders
Q4 202517,389$2.24M0.2%+1,782+11.4%AddedHolders
Q3 202515,607$2.12M0.2%+1,023+7.0%AddedHolders
Q2 202514,584$1.74M0.2%−340−2.3%ReducedHolders
Q1 202514,924$1.84M0.2%+691+4.9%AddedHolders
Q4 202414,233$1.62M0.2%+3,087+27.7%AddedHolders
Q3 202411,146$1.47M0.2%+661+6.3%AddedHolders
Q2 202410,485$1.48M0.2%+598+6.0%AddedHolders
Q1 20249,887$1.61M0.2%+1,075+12.2%AddedHolders
Q4 20238,812$1.17M0.1%+2,742+45.2%AddedHolders
Q3 20236,070$729.3K0.1%+50+0.8%AddedHolders
Q2 20236,020$574.2K0.1%−2,257−27.3%ReducedHolders
Q1 20238,277$839.1K0.1%+477+6.1%AddedHolders
Q4 20227,800$811.8K0.1%−68−0.9%ReducedHolders
Q3 20227,868$635.1K0.1%+427+5.7%AddedHolders
Q2 20227,441$610.1K0.1%+78+1.1%AddedHolders
Q1 20227,363$636.1K0.1%−1,545−17.3%ReducedHolders
Q4 20218,908$645.5K0.1%−82−0.9%ReducedHolders
Q3 20218,990$629.6K0.1%00.0%UnchangedHolders
Q2 20218,990$771.5K0.1%−25−0.3%ReducedHolders
Q1 20219,015$735.1K0.1%––Holders

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