TD Capital Management’s Phillips 66 PSX Stock Holding History

TD Capital 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	$413K	Buy	2,444 +1	+0%	+$172	0.03%	94
2026 Q1	$445K	Buy	2,443 +316	+15%	+$49.5K	0.04%	84
2025 Q4	$274K	Buy	2,127 +1	+0%	+$135	0.02%	115
2025 Q3	$289K	Buy	2,126 +1	+0%	+$128	0.03%	106
2025 Q2	$253K	Buy	2,125 +51	+2%	+$5.71K	0.02%	111
2025 Q1	$256K	Buy	2,074 +74	+4%	+$9.12K	0.03%	96
2024 Q4	$228K	Hold	2,000	–	–	0.02%	101
2024 Q3	$263K	Hold	2,000	–	–	0.03%	92
2024 Q2	$282K	Hold	2,000	–	–	0.03%	89
2024 Q1	$327K	Hold	2,000	–	–	0.03%	83
2023 Q4	$266K	Hold	2,000	–	–	0.03%	87
2023 Q3	$240K	Hold	2,000	–	–	0.03%	88
2023 Q2	$191K	Sell	2,000 -66	-3%	-$6.42K	0.02%	95
2023 Q1	$209K	Hold	2,066	–	–	0.03%	87
2022 Q4	$215K	Buy	2,066 +66	+3%	+$6.75K	0.03%	83
2022 Q3	$161K	Buy	+2,000	New	+$170K	0.02%	92
2022 Q1	–	Sell	-1,290	Closed	-$94K	–	282
2021 Q4	$94K	Hold	1,290	–	–	0.01%	130
2021 Q3	$90K	Hold	1,290	–	–	0.01%	124
2021 Q2	$111K	Buy	1,290 +290	+29%	+$24.5K	0.01%	101
2021 Q1	$82K	Sell	1,000 -54	-5%	-$4.24K	0.01%	112
2020 Q4	$74K	Hold	1,054	–	–	0.01%	101
2020 Q3	$55K	Buy	1,054 +1	+0.1%	+$61	0.01%	106
2020 Q2	$76K	Buy	1,053 +53	+5%	+$3.75K	0.01%	85
2020 Q1	$54K	Buy	1,000 +844	+541%	+$68.7K	0.01%	90
2019 Q4	$17K	Sell	156 -54	-26%	-$6.07K	﹤0.01%	161
2019 Q3	$22K	Buy	210 +54	+35%	+$5.41K	﹤0.01%	148
2019 Q2	$15K	Hold	156	–	–	﹤0.01%	152
2019 Q1	$15K	Hold	156	–	–	﹤0.01%	125
2018 Q4	$13K	Hold	156	–	–	﹤0.01%	128
2018 Q3	$18K	Hold	156	–	–	﹤0.01%	121
2018 Q2	$18K	Hold	156	–	–	﹤0.01%	112
2018 Q1	$15K	Hold	156	–	–	﹤0.01%	121
2017 Q4	$16K	Hold	156	–	–	﹤0.01%	115
2017 Q3	$14K	Hold	156	–	–	﹤0.01%	118
2017 Q2	$13K	Hold	156	–	–	﹤0.01%	107
2017 Q1	$12K	Hold	156	–	–	﹤0.01%	109
2016 Q4	$14K	Hold	156	–	–	﹤0.01%	104
2016 Q3	$13K	Hold	156	–	–	﹤0.01%	100
2016 Q2	$12K	Hold	156	–	–	﹤0.01%	102
2016 Q1	$14K	Hold	156	–	–	﹤0.01%	96
2015 Q4	$13K	Hold	156	–	–	﹤0.01%	101
2015 Q3	$12K	Hold	156	–	–	﹤0.01%	109
2015 Q2	$13K	Hold	156	–	–	﹤0.01%	114
2015 Q1	$12K	Hold	156	–	–	﹤0.01%	117
2014 Q4	$11K	Hold	156	–	–	﹤0.01%	122
2014 Q3	$13K	Hold	156	–	–	﹤0.01%	116
2014 Q2	$13K	Hold	156	–	–	﹤0.01%	120
2014 Q1	$12K	Hold	156	–	–	﹤0.01%	125
2013 Q4	$12K	Sell	156 -48	-24%	-$3.2K	﹤0.01%	125
2013 Q3	$12K	Sell	204 -50	-20%	-$2.9K	﹤0.01%	148
2013 Q2	$15K	Buy	+254	New	+$16K	﹤0.01%	155

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

TD Capital Management's PSX Position: Q2 2026 in Review

TD Capital Management increased its Phillips 66 (PSX) stake by 0.04% in Q2 2026, buying an estimated $172 and bringing the position to 2,444 shares worth $413K. The position accounts for 0.03% of the portfolio, ranked #94.

TD Capital Management first reported a position in PSX in Q2 2013 and has held it in 51 quarters since. The position peaked at $445K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

TD Capital Management held 2,444 shares of Phillips 66 worth $413K as of Q2 2026.
TD Capital Management bought 1 Phillips 66 share in Q2 2026, an estimated $172.
Phillips 66 made up 0.03% of TD Capital Management's portfolio in Q2 2026, its #94 holding.
TD Capital Management first reported a position in Phillips 66 in Q2 2013 and has held it in 51 quarters since.
TD Capital Management's Phillips 66 position peaked at $445K in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.