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Legacy Advisors, LLC

SEC CIK
0001720969
Latest filing
Jul 24, 2026

PSX holding history

Phillips 66 in every 13F filed by Legacy Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PSX overviewAll 13F holders of PSXFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q4 2023
Holdings of PSX by Legacy Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−1,597−100.0%Sold outHolders
Q3 20241,597$209.9K<0.1%+1,597NewHolders
Q2 20240$00.0%−1,252−100.0%Sold outHolders
Q1 20241,252$204.5K<0.1%−523−29.5%ReducedHolders
Q4 20231,775$236.3K<0.1%+1,775NewHolders