Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Phillips 66 PSX Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-36
Closed -$4.33K – 394
2023
Q3 		$4.33K Buy
+36
New +$4.04K ﹤0.01% 400

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Legacy Financial Group (Iowa)'s PSX Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Phillips 66 (PSX) in Q4 2023, closing a stake of 36 shares — an estimated $4.33K sold.

Legacy Financial Group (Iowa) first reported a position in PSX in Q3 2023 and held it in 1 quarter. The position peaked at $4.33K in Q3 2023. 1,790 funds tracked by Wall St. Rank hold PSX as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Phillips 66 position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 36 Phillips 66 shares in Q4 2023, an estimated $4.33K.
  • Legacy Financial Group (Iowa) first reported a position in Phillips 66 in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Phillips 66 position peaked at $4.33K in Q3 2023.
  • 1,790 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.