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Charis Legacy Partners’s Phillips 66 PSX Stock Holding History

Charis Legacy Partners’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,120
Closed -$204K – 29
2026
Q1 		$204K Buy
+1,120
New +$176K 0.3% 27

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Assenagon Asset Management
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ARG
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TCM
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FWIA
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Charis Legacy Partners's PSX Position: Q2 2026 in Review

Charis Legacy Partners sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,120 shares — an estimated $204K sold.

Charis Legacy Partners first reported a position in PSX in Q1 2026 and held it in 1 quarter. The position peaked at $204K in Q1 2026. 855 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Charis Legacy Partners reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Charis Legacy Partners sold 1,120 Phillips 66 shares in Q2 2026, an estimated $204K.
  • Charis Legacy Partners first reported a position in Phillips 66 in Q1 2026 and held it in 1 quarter.
  • Charis Legacy Partners's Phillips 66 position peaked at $204K in Q1 2026.
  • 855 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Charis Legacy Partners's 13F filing for Q2 2026, filed 9 Jul 2026.