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Legacy Financial Advisors’s Phillips 66 PSX Stock Holding History

Legacy Financial 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
2026
Q2 		$622K Sell
3,678
-4,867
-57% -$838K 0.08% 207
2026
Q1 		$1.56M Sell
8,545
-2,210
-21% -$346K 0.22% 81
2025
Q4 		$1.39M Sell
10,755
-17
-0.2% -$2.29K 0.19% 91
2025
Q3 		$1.47M Buy
10,772
+1,773
+20% +$227K 0.2% 79
2025
Q2 		$1.07M Buy
8,999
+2,590
+40% +$290K 0.17% 102
2025
Q1 		$791K Sell
6,409
-58
-0.9% -$7.15K 0.13% 135
2024
Q4 		$737K Sell
6,467
-439
-6% -$55.8K 0.12% 140
2024
Q3 		$908K Buy
6,906
+84
+1% +$11.3K 0.15% 106
2024
Q2 		$963K Sell
6,822
-101
-1% -$14.9K 0.17% 93
2024
Q1 		$1.13M Buy
6,923
+435
+7% +$62.7K 0.2% 87
2023
Q4 		$864K Buy
6,488
+385
+6% +$46K 0.17% 95
2023
Q3 		$733K Buy
6,103
+322
+6% +$36.1K 0.15% 93
2023
Q2 		$551K Sell
5,781
-12
-0.2% -$1.17K 0.1% 125
2023
Q1 		$587K Sell
5,793
-27
-0.5% -$2.75K 0.12% 105
2022
Q4 		$606K Buy
5,820
+1,034
+22% +$106K 0.13% 94
2022
Q3 		$386K Buy
4,786
+180
+4% +$15.3K 0.09% 124
2022
Q2 		$378K Buy
+4,606
New +$426K 0.09% 121
2019
Q2 		– Sell
-672
Closed -$64K – 703
2019
Q1 		$64K Buy
672
+75
+13% +$7.13K 0.02% 237
2018
Q4 		$51K Buy
597
+146
+32% +$14.3K 0.02% 240
2018
Q3 		$50K Buy
451
+116
+35% +$13.4K 0.02% 250
2018
Q2 		$38K Buy
335
+181
+118% +$20.3K 0.01% 283
2018
Q1 		$15K Hold
154
– – 0.01% 404
2017
Q4 		$15K Buy
+154
New +$14.6K 0.01% 413

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 Financial Advisors's PSX Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Phillips 66 (PSX) stake by 57% in Q2 2026, selling an estimated $838K and leaving 3,678 shares worth $622K. The position accounts for 0.08% of the portfolio, ranked #207.

Legacy Financial Advisors first reported a position in PSX in Q4 2017 and has held it in 23 quarters since. The position peaked at $1.56M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Legacy Financial Advisors held 3,678 shares of Phillips 66 worth $622K as of Q2 2026.
  • Legacy Financial Advisors sold 4,867 Phillips 66 shares in Q2 2026, an estimated $838K.
  • Phillips 66 made up 0.08% of Legacy Financial Advisors's portfolio in Q2 2026, its #207 holding.
  • Legacy Financial Advisors first reported a position in Phillips 66 in Q4 2017 and has held it in 23 quarters since.
  • Legacy Financial Advisors's Phillips 66 position peaked at $1.56M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.