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Legacy Advisors’s Phillips 66 PSX Stock Holding History

Legacy Advisors’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
2024
Q4 		– Sell
-1,597
Closed -$210K – 427
2024
Q3 		$210K Buy
+1,597
New +$216K 0.02% 361
2024
Q2 		– Sell
-1,252
Closed -$205K – 338
2024
Q1 		$205K Sell
1,252
-523
-29% -$75.4K 0.03% 301
2023
Q4 		$236K Buy
+1,775
New +$212K 0.03% 274
2020
Q1 		– Sell
-2,485
Closed -$277K – 127
2019
Q4 		$277K Buy
2,485
+180
+8% +$20.2K 0.18% 108
2019
Q3 		$236K Hold
2,305
– – 0.18% 98
2019
Q2 		$216K Sell
2,305
-2,305
-50% -$207K 0.15% 103
2019
Q1 		$438K Buy
+4,610
New +$438K 0.14% 113
2018
Q4 		– Sell
-2,305
Closed -$260K – 327
2018
Q3 		$260K Hold
2,305
– – 0.13% 121
2018
Q2 		$259K Hold
2,305
– – 0.19% 82
2018
Q1 		$239K Hold
2,305
– – 0.18% 74
2017
Q4 		$233K Hold
2,305
– – 0.23% 52
2017
Q3 		$211K Hold
2,305
– – 0.24% 47
2017
Q2 		$190K Hold
2,305
– – 0.24% 47
2017
Q1 		$182K Hold
2,305
– – 0.25% 42
2016
Q4 		$199K Buy
+2,305
New +$192K 0.27% 41

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Legacy Advisors's PSX Position: Q4 2024 in Review

Legacy Advisors sold out of Phillips 66 (PSX) in Q4 2024, closing a stake of 1,597 shares — an estimated $210K sold.

Legacy Advisors first reported a position in PSX in Q4 2016 and held it in 15 quarters. The position peaked at $438K in Q1 2019. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • Legacy Advisors reported no remaining Phillips 66 position as of Q4 2024 after selling out during the quarter.
  • Legacy Advisors sold 1,597 Phillips 66 shares in Q4 2024, an estimated $210K.
  • Legacy Advisors first reported a position in Phillips 66 in Q4 2016 and held it in 15 quarters.
  • Legacy Advisors's Phillips 66 position peaked at $438K in Q1 2019.
  • 1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Legacy Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.