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TCI Wealth Advisors’s Phillips 66 PSX Stock Holding History

TCI Wealth 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 		$321K Buy
1,898
+237
+14% +$40.8K 0.01% 199
2026
Q1 		$303K Buy
1,661
+2
+0.1% +$313 0.02% 188
2025
Q4 		$214K Sell
1,659
-373
-18% -$50.2K 0.01% 232
2025
Q3 		$276K Buy
2,032
+1
+0% +$128 0.02% 201
2025
Q2 		$242K Buy
2,031
+27
+1% +$3.02K 0.02% 210
2025
Q1 		$247K Buy
2,004
+12
+0.6% +$1.48K 0.02% 191
2024
Q4 		$227K Sell
1,992
-53
-3% -$6.74K 0.02% 207
2024
Q3 		$269K Buy
2,045
+51
+3% +$6.89K 0.02% 195
2024
Q2 		$281K Sell
1,994
-4
-0.2% -$592 0.03% 179
2024
Q1 		$326K Sell
1,998
-102
-5% -$14.7K 0.03% 159
2023
Q4 		$280K Sell
2,100
-100
-5% -$12K 0.03% 165
2023
Q3 		$264K Buy
2,200
+2
+0.1% +$224 0.03% 165
2023
Q2 		$210K Sell
2,198
-197
-8% -$19.2K 0.03% 181
2023
Q1 		$243K Buy
2,395
+83
+4% +$8.44K 0.03% 161
2022
Q4 		$241K Sell
2,312
-85
-4% -$8.69K 0.03% 157
2022
Q3 		$193K Buy
2,397
+48
+2% +$4.09K 0.03% 169
2022
Q2 		$193K Sell
2,349
-23
-1% -$2.13K 0.03% 167
2022
Q1 		$205K Buy
2,372
+585
+33% +$49.2K 0.03% 174
2021
Q4 		$129K Buy
1,787
+251
+16% +$19K 0.02% 227
2021
Q3 		$108K Sell
1,536
-24
-2% -$1.74K 0.02% 270
2021
Q2 		$134K Sell
1,560
-59
-4% -$4.98K 0.02% 229
2021
Q1 		$132K Buy
1,619
+210
+15% +$16.5K 0.06% 201
2020
Q4 		$99K Sell
1,409
-126
-8% -$7.4K 0.04% 231
2020
Q3 		$80K Sell
1,535
-789
-34% -$48.1K 0.03% 240
2020
Q2 		$167K Sell
2,324
-32
-1% -$2.27K 0.07% 159
2020
Q1 		$126K Sell
2,356
-338
-13% -$27.5K 0.06% 184
2019
Q4 		$300K Sell
2,694
-609
-18% -$68.4K 0.12% 129
2019
Q3 		$338K Hold
3,303
– – 0.15% 105
2019
Q2 		$309K Sell
3,303
-12
-0.4% -$1.08K 0.14% 110
2019
Q1 		$315K Sell
3,315
-1
-0% -$95 0.14% 111
2018
Q4 		$286K Sell
3,316
-38
-1% -$3.71K 0.14% 111
2018
Q3 		$378K Sell
3,354
-346
-9% -$40K 0.16% 104
2018
Q2 		$416K Buy
3,700
+921
+33% +$104K 0.19% 96
2018
Q1 		$267K Hold
2,779
– – 0.12% 119
2017
Q4 		$281K Hold
2,779
– – 0.12% 125
2017
Q3 		$255K Hold
2,779
– – 0.12% 119
2017
Q2 		$230K Hold
2,779
– – 0.12% 124
2017
Q1 		$220K Sell
2,779
-66
-2% -$5.32K 0.11% 121
2016
Q4 		$246K Sell
2,845
-106
-4% -$8.81K 0.13% 116
2016
Q3 		$238K Sell
2,951
-150
-5% -$11.7K 0.13% 113
2016
Q2 		$246K Hold
3,101
– – 0.14% 114
2016
Q1 		$269K Buy
3,101
+85
+3% +$6.91K 0.15% 106
2015
Q4 		$247K Hold
3,016
– – 0.14% 114
2015
Q3 		$232K Buy
3,016
+150
+5% +$11.9K 0.14% 116
2015
Q2 		$231K Buy
+2,866
New +$228K 0.13% 118
2015
Q1 		– Sell
-2,987
Closed -$214K – 940
2014
Q4 		$214K Buy
2,987
+105
+4% +$7.75K 0.13% 117
2014
Q3 		$234K Sell
2,882
-68
-2% -$5.66K 0.15% 108
2014
Q2 		$237K Hold
2,950
– – 0.14% 112
2014
Q1 		$227K Hold
2,950
– – 0.15% 113
2013
Q4 		$228K Hold
2,950
– – 0.14% 109
2013
Q3 		$171K Sell
2,950
-124
-4% -$7.19K 0.13% 117
2013
Q2 		$181K Buy
+3,074
New +$193K 0.14% 109

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

TCI Wealth Advisors's PSX Position: Q2 2026 in Review

TCI Wealth Advisors increased its Phillips 66 (PSX) stake by 14% in Q2 2026, buying an estimated $40.8K and bringing the position to 1,898 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #199.

TCI Wealth Advisors first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $416K in Q2 2018. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • TCI Wealth Advisors held 1,898 shares of Phillips 66 worth $321K as of Q2 2026.
  • TCI Wealth Advisors bought 237 Phillips 66 shares in Q2 2026, an estimated $40.8K.
  • Phillips 66 made up 0.01% of TCI Wealth Advisors's portfolio in Q2 2026, its #199 holding.
  • TCI Wealth Advisors first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
  • TCI Wealth Advisors's Phillips 66 position peaked at $416K in Q2 2018.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.