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Tanglewood Legacy Advisors’s Phillips 66 PSX Stock Holding History

Tanglewood Legacy 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 		$161K Hold
950
– – 0.05% 106
2026
Q1 		$173K Hold
950
– – 0.06% 98
2025
Q4 		$123K Hold
950
– – 0.05% 116
2025
Q3 		$129K Hold
950
– – 0.05% 116
2025
Q2 		$113K Hold
950
– – 0.05% 120
2025
Q1 		$117K Hold
950
– – 0.05% 117
2024
Q4 		$108K Hold
950
– – 0.05% 119
2024
Q3 		$125K Sell
950
-362
-28% -$48.9K 0.06% 107
2024
Q2 		$185K Hold
1,312
– – 0.09% 93
2024
Q1 		$214K Hold
1,312
– – 0.11% 87
2023
Q4 		$175K Hold
1,312
– – 0.1% 90
2023
Q3 		$158K Hold
1,312
– – 0.09% 94
2023
Q2 		$125K Hold
1,312
– – 0.07% 97
2023
Q1 		$133K Hold
1,312
– – 0.08% 91
2022
Q4 		$137K Buy
+1,312
New +$134K 0.1% 73

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

Tanglewood Legacy Advisors's PSX Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Phillips 66 (PSX) position steady in Q2 2026 at 950 shares worth $161K. The position accounts for 0.05% of the portfolio, ranked #106.

Tanglewood Legacy Advisors first reported a position in PSX in Q4 2022 and has held it in 15 quarters since. The position peaked at $214K in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Tanglewood Legacy Advisors held 950 shares of Phillips 66 worth $161K as of Q2 2026.
  • Tanglewood Legacy Advisors left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.05% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #106 holding.
  • Tanglewood Legacy Advisors first reported a position in Phillips 66 in Q4 2022 and has held it in 15 quarters since.
  • Tanglewood Legacy Advisors's Phillips 66 position peaked at $214K in Q1 2024.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.