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TD Ameritrade Investment Management’s Phillips 66 PSX Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-2,580
Closed -$246K – 363
2023
Q2 		$246K Sell
2,580
-312
-11% -$30.3K ﹤0.01% 153
2023
Q1 		$293K Sell
2,892
-964
-25% -$98K ﹤0.01% 148
2022
Q4 		$401K Sell
3,856
-1,370
-26% -$140K ﹤0.01% 146
2022
Q3 		$422K Sell
5,226
-1,292
-20% -$110K ﹤0.01% 151
2022
Q2 		$534K Sell
6,518
-2,030
-24% -$188K ﹤0.01% 152
2022
Q1 		$738K Buy
8,548
+586
+7% +$49.3K 0.01% 150
2021
Q4 		$577K Buy
+7,962
New +$602K ﹤0.01% 170
2021
Q3 		– Sell
-6
Closed -$1K – 690
2021
Q2 		$1K Buy
+6
New +$506 ﹤0.01% 622
2020
Q3 		– Sell
-53
Closed -$4K – 649
2020
Q2 		$4K Sell
53
-2
-4% -$142 ﹤0.01% 529
2020
Q1 		$3K Sell
55
-140
-72% -$11.4K ﹤0.01% 521
2019
Q4 		$22K Buy
195
+11
+6% +$1.24K ﹤0.01% 384
2019
Q3 		$19K Sell
184
-245
-57% -$24.6K ﹤0.01% 380
2019
Q2 		$40K Buy
429
+61
+17% +$5.47K ﹤0.01% 278
2019
Q1 		$35K Sell
368
-67
-15% -$6.37K ﹤0.01% 271
2018
Q4 		$37K Buy
435
+337
+344% +$32.9K ﹤0.01% 256
2018
Q3 		$11K Buy
98
+58
+145% +$6.71K ﹤0.01% 325
2018
Q2 		$4K Buy
+40
New +$4.5K ﹤0.01% 283

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TD Ameritrade Investment Management's PSX Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Phillips 66 (PSX) in Q3 2023, closing a stake of 2,580 shares — an estimated $246K sold.

TD Ameritrade Investment Management first reported a position in PSX in Q2 2018 and held it in 17 quarters. The position peaked at $738K in Q1 2022. 1,661 funds tracked by Wall St. Rank hold PSX as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Phillips 66 position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 2,580 Phillips 66 shares in Q3 2023, an estimated $246K.
  • TD Ameritrade Investment Management first reported a position in Phillips 66 in Q2 2018 and held it in 17 quarters.
  • TD Ameritrade Investment Management's Phillips 66 position peaked at $738K in Q1 2022.
  • 1,661 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.