SEC 13F Intelligence

Cwc Advisors, LLC. / PSX

Cwc Advisors, LLC.’s Phillips 66 Position

Does Cwc Advisors, LLC. own Phillips 66 (PSX)? Yes — 13.0K shares worth $2M (+1.13% of its 13F portfolio) as of Q1 2026, down from 13.2K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
13.0K
% of Portfolio
+1.13%
Quarters Held
6
currently held

Position History PSX

Reported value by quarter
Q3 ’24: $1MQ3 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202613.0K$2M+1.13%
Q4 202513.2K$2M+0.82%
Q3 202513.4K$2M+0.89%
Q2 202513.3K$2M+0.82%
Q1 202513.4K$2M+0.94%
Q3 20249.7K$1M+1.25%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cwc Advisors, LLC.’s full portfolio or all institutional holders of PSX.