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TD Private Client Wealth’s Phillips 66 PSX Stock Holding History

TD Private Client Wealth’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 		$2.22M Sell
13,128
-787
-6% -$135K 0.04% 251
2026
Q1 		$2.54M Buy
13,915
+840
+6% +$132K 0.05% 218
2025
Q4 		$1.69M Sell
13,075
-1,013
-7% -$136K 0.04% 272
2025
Q3 		$1.92M Sell
14,088
-8,301
-37% -$1.06M 0.04% 246
2025
Q2 		$2.67M Sell
22,389
-2,275
-9% -$255K 0.07% 200
2025
Q1 		$3.05M Sell
24,664
-1,547
-6% -$191K 0.08% 172
2024
Q4 		$2.99M Sell
26,211
-1,196
-4% -$152K 0.08% 174
2024
Q3 		$3.6M Sell
27,407
-1,778
-6% -$240K 0.1% 150
2024
Q2 		$4.12M Sell
29,185
-2,061
-7% -$305K 0.13% 120
2024
Q1 		$5.1M Buy
31,246
+241
+0.8% +$34.7K 0.17% 99
2023
Q4 		$4.13M Buy
31,005
+2,974
+11% +$355K 0.15% 118
2023
Q3 		$3.37M Buy
28,031
+297
+1% +$33.3K 0.15% 140
2023
Q2 		$2.65M Sell
27,734
-89
-0.3% -$8.65K 0.11% 179
2023
Q1 		$2.82M Buy
27,823
+1,590
+6% +$162K 0.13% 167
2022
Q4 		$2.73M Buy
26,233
+1,698
+7% +$174K 0.13% 161
2022
Q3 		$1.98M Buy
24,535
+1,220
+5% +$104K 0.1% 209
2022
Q2 		$1.91M Buy
23,315
+113
+0.5% +$10.5K 0.09% 211
2022
Q1 		$2M Buy
23,202
+5,979
+35% +$503K 0.09% 236
2021
Q4 		$1.25M Sell
17,223
-6,350
-27% -$480K 0.05% 309
2021
Q3 		$1.65M Sell
23,573
-103
-0.4% -$7.46K 0.07% 267
2021
Q2 		$2.03M Buy
23,676
+1,254
+6% +$106K 0.09% 233
2021
Q1 		$1.83M Buy
22,422
+8,157
+57% +$640K 0.09% 240
2020
Q4 		$998K Sell
14,265
-15,041
-51% -$883K 0.05% 300
2020
Q3 		$1.52M Buy
29,306
+3,090
+12% +$189K 0.09% 234
2020
Q2 		$1.88M Sell
26,216
-2,180
-8% -$154K 0.11% 194
2020
Q1 		$1.52M Sell
28,396
-4,129
-13% -$336K 0.11% 175
2019
Q4 		$3.62M Buy
+32,525
New +$3.65M 0.22% 119

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

TD Private Client Wealth's PSX Position: Q2 2026 in Review

TD Private Client Wealth reduced its Phillips 66 (PSX) stake by 5.7% in Q2 2026, selling an estimated $135K and leaving 13,128 shares worth $2.22M. The position accounts for 0.04% of the portfolio, ranked #251.

TD Private Client Wealth first reported a position in PSX in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.1M in Q1 2024. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • TD Private Client Wealth held 13,128 shares of Phillips 66 worth $2.22M as of Q2 2026.
  • TD Private Client Wealth sold 787 Phillips 66 shares in Q2 2026, an estimated $135K.
  • Phillips 66 made up 0.04% of TD Private Client Wealth's portfolio in Q2 2026, its #251 holding.
  • TD Private Client Wealth first reported a position in Phillips 66 in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Phillips 66 position peaked at $5.1M in Q1 2024.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.