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Finivi Inc.

SEC CIK
0002101641
Latest filing
Jul 9, 2026

PSX holding history

Phillips 66 in every 13F filed by Finivi Inc., 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 (Q4 2021)
7,912
Value
$573.4K
% of portfolio
0.6%
Quarters held
1
Since Q4 2021
Holdings of PSX by Finivi Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2022––––Not filedHolders
Q4 20217,912$573.4K0.6%–No prior filingHolders