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Legend Financial Advisors’s Phillips 66 PSX Stock Holding History

Legend 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
2025
Q3 		– Sell
-350
Closed -$41.8K – 131
2025
Q2 		$41.8K Buy
+350
New +$39.2K 0.03% 61
2025
Q1 		– Sell
-350
Closed -$39.9K – 195
2024
Q4 		$39.9K Hold
350
– – 0.03% 56
2024
Q3 		$46K Sell
350
-49
-12% -$6.62K 0.03% 49
2024
Q2 		$56.3K Sell
399
-52
-12% -$7.7K 0.04% 57
2024
Q1 		$73.7K Sell
451
-150
-25% -$21.6K 0.05% 49
2023
Q4 		$80K Hold
601
– – 0.06% 47
2023
Q3 		$72.2K Hold
601
– – 0.06% 57
2023
Q2 		$57.3K Hold
601
– – 0.05% 60
2023
Q1 		$60.9K Hold
601
– – 0.05% 61
2022
Q4 		$62.6K Hold
601
– – 0.05% 65
2022
Q3 		$48.5K Buy
+601
New +$51.2K 0.05% 64

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legend Financial Advisors's PSX Position: Q3 2025 in Review

Legend Financial Advisors sold out of Phillips 66 (PSX) in Q3 2025, closing a stake of 350 shares — an estimated $41.8K sold.

Legend Financial Advisors first reported a position in PSX in Q3 2022 and held it in 11 quarters. The position peaked at $80K in Q4 2023. 1,834 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • Legend Financial Advisors reported no remaining Phillips 66 position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 350 Phillips 66 shares in Q3 2025, an estimated $41.8K.
  • Legend Financial Advisors first reported a position in Phillips 66 in Q3 2022 and held it in 11 quarters.
  • Legend Financial Advisors's Phillips 66 position peaked at $80K in Q4 2023.
  • 1,834 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.