TCV Trust & Wealth Management’s Phillips 66 PSX Stock Holding History

TCV Trust & Wealth Management’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	$316K	Hold	1,871	–	–	0.02%	178
2026 Q1	$341K	Buy	1,871 +39	+2%	+$6.11K	0.03%	170
2025 Q4	$236K	Hold	1,832	–	–	0.02%	206
2025 Q3	$249K	Buy	+1,832	New	+$235K	0.02%	200
2025 Q2	–	Sell	-1,632	Closed	-$202K	–	217
2025 Q1	$202K	Buy	+1,632	New	+$201K	0.02%	205
2024 Q4	–	Sell	-1,632	Closed	-$215K	–	203
2024 Q3	$215K	Sell	1,632 -113	-6%	-$15.3K	0.02%	192
2024 Q2	$246K	Hold	1,745	–	–	0.02%	180
2024 Q1	$285K	Hold	1,745	–	–	0.03%	168
2023 Q4	$232K	Sell	1,745 -693	-28%	-$82.8K	0.02%	172
2023 Q3	$293K	Buy	2,438 +100	+4%	+$11.2K	0.03%	163
2023 Q2	$223K	Sell	2,338 -300	-11%	-$29.2K	0.02%	173
2023 Q1	$267K	Buy	+2,638	New	+$268K	0.03%	167
2022 Q3	–	Sell	-2,890	Closed	-$237K	–	193
2022 Q2	$237K	Buy	2,890 +476	+20%	+$44K	0.03%	180
2022 Q1	$209K	Buy	+2,414	New	+$203K	0.02%	198
2018 Q4	–	Sell	-2,163	Closed	-$244K	–	215
2018 Q3	$244K	Hold	2,163	–	–	0.03%	192
2018 Q2	$243K	Sell	2,163 -50	-2%	-$5.62K	0.03%	188
2018 Q1	$212K	Sell	2,213 -7	-0.3%	-$681	0.03%	193
2017 Q4	$225K	Hold	2,220	–	–	0.03%	183
2017 Q3	$203K	Buy	+2,220	New	+$188K	0.03%	196

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCV Trust & Wealth Management's PSX Position: Q2 2026 in Review

TCV Trust & Wealth Management held its Phillips 66 (PSX) position steady in Q2 2026 at 1,871 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #178.

TCV Trust & Wealth Management first reported a position in PSX in Q3 2017 and has held it in 19 quarters since. The position peaked at $341K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

TCV Trust & Wealth Management held 1,871 shares of Phillips 66 worth $316K as of Q2 2026.
TCV Trust & Wealth Management left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.02% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #178 holding.
TCV Trust & Wealth Management first reported a position in Phillips 66 in Q3 2017 and has held it in 19 quarters since.
TCV Trust & Wealth Management's Phillips 66 position peaked at $341K in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.