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Tennessee Valley Asset Management Partners’s Phillips 66 PSX Stock Holding History

Tennessee Valley Asset Management Partners’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 		$480K Sell
2,839
-139
-5% -$23.9K 0.05% 138
2026
Q1 		$542K Sell
2,978
-6
-0.2% -$940 0.07% 111
2025
Q4 		$385K Sell
2,984
-411
-12% -$55.3K 0.05% 127
2025
Q3 		$462K Buy
+3,395
New +$435K 0.06% 116
2025
Q2 		– Sell
-3,356
Closed -$414K – 144
2025
Q1 		$414K Buy
3,356
+7
+0.2% +$863 0.07% 110
2024
Q4 		$381K Buy
3,349
+24
+0.7% +$3.05K 0.06% 109
2024
Q3 		$437K Buy
3,325
+52
+2% +$7.02K 0.07% 103
2024
Q2 		$462K Buy
3,273
+35
+1% +$5.18K 0.09% 96
2024
Q1 		$529K Sell
3,238
-3,200
-50% -$461K 0.13% 74
2023
Q4 		$857K Buy
6,438
+3,139
+95% +$375K 0.12% 84
2023
Q3 		$396K Buy
3,299
+25
+0.8% +$2.81K 0.13% 80
2023
Q2 		$312K Buy
3,274
+53
+2% +$5.15K 0.1% 87
2023
Q1 		$327K Sell
3,221
-135
-4% -$13.7K 0.11% 83
2022
Q4 		$349K Sell
3,356
-126
-4% -$12.9K 0.12% 79
2022
Q3 		$281K Sell
3,482
-1,017
-23% -$86.7K 0.11% 80
2022
Q2 		$369K Sell
4,499
-239
-5% -$22.1K 0.14% 53
2022
Q1 		$409K Sell
4,738
-189
-4% -$15.9K 0.14% 49
2021
Q4 		$357K Buy
4,927
+316
+7% +$23.9K 0.12% 58
2021
Q3 		$323K Buy
+4,611
New +$334K 0.12% 61
2021
Q2 		– Sell
-9,035
Closed -$737K – 83
2021
Q1 		$737K Sell
9,035
-1,140
-11% -$89.4K 0.19% 49
2020
Q4 		$712K Buy
10,175
+6,043
+146% +$355K 0.17% 48
2020
Q3 		$214K Sell
4,132
-146
-3% -$8.91K 0.13% 57
2020
Q2 		$308K Buy
4,278
+6
+0.1% +$425 0.2% 41
2020
Q1 		$229K Buy
4,272
+197
+5% +$16K 0.17% 42
2019
Q4 		$454K Sell
4,075
-187
-4% -$21K 0.29% 32
2019
Q3 		$436K Buy
4,262
+43
+1% +$4.31K 0.32% 32
2019
Q2 		$395K Buy
4,219
+434
+11% +$38.9K 0.3% 40
2019
Q1 		$360K Buy
3,785
+393
+12% +$37.4K 0.31% 41
2018
Q4 		$292K Buy
+3,392
New +$331K 0.33% 43

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tennessee Valley Asset Management Partners's PSX Position: Q2 2026 in Review

Tennessee Valley Asset Management Partners reduced its Phillips 66 (PSX) stake by 4.7% in Q2 2026, selling an estimated $23.9K and leaving 2,839 shares worth $480K. The position accounts for 0.05% of the portfolio, ranked #138.

Tennessee Valley Asset Management Partners first reported a position in PSX in Q4 2018 and has held it in 29 quarters since. The position peaked at $857K in Q4 2023. 1,455 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Tennessee Valley Asset Management Partners held 2,839 shares of Phillips 66 worth $480K as of Q2 2026.
  • Tennessee Valley Asset Management Partners sold 139 Phillips 66 shares in Q2 2026, an estimated $23.9K.
  • Phillips 66 made up 0.05% of Tennessee Valley Asset Management Partners's portfolio in Q2 2026, its #138 holding.
  • Tennessee Valley Asset Management Partners first reported a position in Phillips 66 in Q4 2018 and has held it in 29 quarters since.
  • Tennessee Valley Asset Management Partners's Phillips 66 position peaked at $857K in Q4 2023.
  • 1,455 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.