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Legacy Capital Wealth Partners’s Phillips 66 PSX Stock Holding History

Legacy Capital Wealth 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 		$390K Sell
2,305
-268
-10% -$46.1K 0.07% 249
2026
Q1 		$469K Hold
2,573
– – 0.1% 218
2025
Q4 		$332K Sell
2,573
-27
-1% -$3.63K 0.07% 281
2025
Q3 		$354K Sell
2,600
-834
-24% -$107K 0.08% 279
2025
Q2 		$410K Buy
3,434
+232
+7% +$26K 0.09% 238
2025
Q1 		$395K Buy
3,202
+156
+5% +$19.2K 0.1% 231
2024
Q4 		$347K Buy
3,046
+8
+0.3% +$1.02K 0.09% 243
2024
Q3 		$399K Sell
3,038
-19
-0.6% -$2.56K 0.08% 236
2024
Q2 		$432K Buy
+3,057
New +$452K 0.11% 178
2024
Q1 		– Sell
-2,258
Closed -$301K – 280
2023
Q4 		$301K Buy
2,258
+364
+19% +$43.5K 0.09% 211
2023
Q3 		$228K Buy
+1,894
New +$213K 0.06% 254

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Legacy Capital Wealth Partners's PSX Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Phillips 66 (PSX) stake by 10% in Q2 2026, selling an estimated $46.1K and leaving 2,305 shares worth $390K. The position accounts for 0.07% of the portfolio, ranked #249.

Legacy Capital Wealth Partners first reported a position in PSX in Q3 2023 and has held it in 11 quarters since. The position peaked at $469K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Legacy Capital Wealth Partners held 2,305 shares of Phillips 66 worth $390K as of Q2 2026.
  • Legacy Capital Wealth Partners sold 268 Phillips 66 shares in Q2 2026, an estimated $46.1K.
  • Phillips 66 made up 0.07% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #249 holding.
  • Legacy Capital Wealth Partners first reported a position in Phillips 66 in Q3 2023 and has held it in 11 quarters since.
  • Legacy Capital Wealth Partners's Phillips 66 position peaked at $469K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.