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Family Legacy Financial Solutions’s Phillips 66 PSX Stock Holding History

Family Legacy Financial Solutions’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
2025
Q4 		– Sell
-100
Closed -$13.6K – 183
2025
Q3 		$13.6K Hold
100
– – 0.01% 148
2025
Q2 		$11.9K Buy
+100
New +$11.2K 0.01% 139

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Harris Associates
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Family Legacy Financial Solutions's PSX Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Phillips 66 (PSX) in Q4 2025, closing a stake of 100 shares — an estimated $13.6K sold.

Family Legacy Financial Solutions first reported a position in PSX in Q2 2025 and held it in 2 quarters. The position peaked at $13.6K in Q3 2025. 1,901 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Phillips 66 position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 100 Phillips 66 shares in Q4 2025, an estimated $13.6K.
  • Family Legacy Financial Solutions first reported a position in Phillips 66 in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's Phillips 66 position peaked at $13.6K in Q3 2025.
  • 1,901 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.