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Downshift Financial, LLC

SEC CIK
0002118380
Latest filing
Aug 12, 2026

PSX holding history

Phillips 66 in every 13F filed by Downshift Financial, 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)
127
Value
$21.5K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of PSX by Downshift Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026127$21.5K<0.1%+127NewHolders