Position in PSX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$621,765
-$934,963 QoQ
Shares Held
3,678
-57.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,084
of 2,093 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $2,065,618 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (30.1% of the industry book) .
All Filings in PSX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $621,765 | 3,678 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,556,728 | 8,545 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,387,825 | 10,755 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,465,207 | 10,772 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,073,580 | 8,999 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $791,383 | 6,409 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $736,785 | 6,467 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $907,793 | 6,906 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $963,061 | 6,822 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,130,802 | 6,923 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $863,812 | 6,488 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $733,275 | 6,103 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $551,391 | 5,781 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $587,294 | 5,793 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $605,745 | 5,820 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $386,325 | 4,786 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $377,645 | 4,606 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||