Charis Legacy Partners
PSX icon

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
Q3 		$286K Buy
+1,120
New +$256K 0.35% 25
2026
Q2 		– Sell
-1,120
Closed -$204K – 29
2026
Q1 		$204K Buy
+1,120
New +$176K 0.3% 27

Other funds holding PSX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Charis Legacy Partners's PSX Position: Q3 2026 in Review

Charis Legacy Partners opened a new position in Phillips 66 (PSX) in Q3 2026: 1,120 shares worth $286K. The stake represents 0.35% of the portfolio and ranks #25 among its holdings. This is a return to the name: Charis Legacy Partners previously reported a position in PSX as recently as Q1 2026.

Charis Legacy Partners first reported a position in PSX in Q1 2026 and has held it in 2 quarters since. 1,533 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Charis Legacy Partners held 1,120 shares of Phillips 66 worth $286K as of Q3 2026.
  • Phillips 66 was a new Charis Legacy Partners position in Q3 2026.
  • Phillips 66 made up 0.35% of Charis Legacy Partners's portfolio in Q3 2026, its #25 holding.
  • Charis Legacy Partners first reported a position in Phillips 66 in Q1 2026 and has held it in 2 quarters since.
  • 1,533 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Charis Legacy Partners's 13F filing for Q3 2026, filed 22 Oct 2026.