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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TD Private Client Wealth's PSX Position: Q1 2026 in Review

TD Private Client Wealth increased its Phillips 66 (PSX) stake by 6.4% in Q1 2026, buying an estimated $132K and bringing the position to 13,915 shares worth $2.54M. The position accounts for 0.05% of the portfolio, ranked #218.

TD Private Client Wealth first reported a position in PSX in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.1M in Q1 2024. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • TD Private Client Wealth held 13,915 shares of Phillips 66 worth $2.54M as of Q1 2026.
  • TD Private Client Wealth bought 840 Phillips 66 shares in Q1 2026, an estimated $132K.
  • Phillips 66 made up 0.05% of TD Private Client Wealth's portfolio in Q1 2026, its #218 holding.
  • TD Private Client Wealth first reported a position in Phillips 66 in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Phillips 66 position peaked at $5.1M in Q1 2024.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.