Legacy Bridge’s Phillips 66 PSX Stock Holding History

Legacy Bridge’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 Q1	–	Sell	-70	Closed	-$9.03K	–	442
2025 Q4	$9.03K	Buy	+70	New	+$9.42K	﹤0.01%	316
2025 Q1	–	Sell	-161	Closed	-$18.3K	–	332
2024 Q4	$18.3K	Hold	161	–	–	0.01%	235
2024 Q3	$21.2K	Hold	161	–	–	0.01%	230
2024 Q2	$22.7K	Hold	161	–	–	0.01%	217
2024 Q1	$26.3K	Hold	161	–	–	0.02%	230
2023 Q4	$21.4K	Hold	161	–	–	0.01%	231
2023 Q3	$19.3K	Hold	161	–	–	0.01%	227
2023 Q2	$15.4K	Hold	161	–	–	0.01%	239
2023 Q1	$16.3K	Hold	161	–	–	0.01%	237
2022 Q4	$16.8K	Buy	+161	New	+$16.5K	0.01%	238
2021 Q1	–	Sell	-40	Closed	-$3K	–	293
2020 Q4	$3K	Sell	40 -6,542	-99%	-$384K	﹤0.01%	285
2020 Q3	$341K	Sell	6,582 -195	-3%	-$11.9K	0.31%	103
2020 Q2	$487K	Sell	6,777 -185	-3%	-$13.1K	0.54%	71
2020 Q1	$374K	Sell	6,962 -60	-0.9%	-$4.88K	0.47%	78
2019 Q4	$782K	Buy	7,022 +525	+8%	+$59K	0.65%	58
2019 Q3	$665K	Sell	6,497 -225	-3%	-$22.6K	0.63%	58
2019 Q2	$629K	Hold	6,722	–	–	0.61%	62
2019 Q1	$640K	Buy	6,722 +150	+2%	+$14.3K	0.66%	53
2018 Q4	$566K	Buy	+6,572	New	+$642K	0.7%	49

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legacy Bridge's PSX Position: Q1 2026 in Review

Legacy Bridge sold out of Phillips 66 (PSX) in Q1 2026, closing a stake of 70 shares — an estimated $9.03K sold.

Legacy Bridge first reported a position in PSX in Q4 2018 and held it in 19 quarters. The position peaked at $782K in Q4 2019. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Legacy Bridge reported no remaining Phillips 66 position as of Q1 2026 after selling out during the quarter.
Legacy Bridge sold 70 Phillips 66 shares in Q1 2026, an estimated $9.03K.
Legacy Bridge first reported a position in Phillips 66 in Q4 2018 and held it in 19 quarters.
Legacy Bridge's Phillips 66 position peaked at $782K in Q4 2019.
2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.