Align Financial, LLC

SEC CIK: 0002089183
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

PSX holding history

Phillips 66 in every 13F filed by Align Financial, 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): 50
Value: $8.45K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of PSX by Align Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	50	$8.45K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	50	$9.11K	<0.1%	−13,370−99.6%	Reduced	Holders
Q4 2025	13,420	$13.4K	<0.1%	–	No prior filing	Holders