Position in PSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$160,597
-$12,474 QoQ
Shares Held
950
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,757
of 2,091 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Tanglewood Legacy Advisors, LLC holds $160,597 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
950 | $160,597 |
All Filings in PSX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,597 | 950 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $173,071 | 950 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $122,588 | 950 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $129,219 | 950 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $113,335 | 950 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $117,306 | 950 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $108,233 | 950 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $124,877 | 950 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $185,215 | 1,312 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $214,302 | 1,312 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $174,679 | 1,312 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $157,636 | 1,312 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $125,138 | 1,312 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $133,010 | 1,312 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $136,552 | 1,312 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||