Legend Capital Advisors’s Phillips 66 PSX Stock Holding History

Legend Capital 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	–	Sell	-644	Closed	-$117K	–	138
2026 Q1	$117K	Buy	+644	New	+$101K	0.07%	79

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Legend Capital Advisors's PSX Position: Q2 2026 in Review

Legend Capital Advisors sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 644 shares — an estimated $117K sold.

Legend Capital Advisors first reported a position in PSX in Q1 2026 and held it in 1 quarter. The position peaked at $117K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Legend Capital Advisors reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
Legend Capital Advisors sold 644 Phillips 66 shares in Q2 2026, an estimated $117K.
Legend Capital Advisors first reported a position in Phillips 66 in Q1 2026 and held it in 1 quarter.
Legend Capital Advisors's Phillips 66 position peaked at $117K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Legend Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.