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TFC Financial Management’s Phillips 66 PSX Stock Holding History

TFC Financial 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 		$179K Buy
1,061
+56
+6% +$9.64K 0.02% 151
2026
Q1 		$183K Sell
1,005
-158
-14% -$24.8K 0.02% 137
2025
Q4 		$150K Buy
1,163
+362
+45% +$48.7K 0.02% 156
2025
Q3 		$109K Buy
801
+8
+1% +$1.02K 0.01% 189
2025
Q2 		$94.6K Buy
793
+6
+0.8% +$672 0.01% 206
2025
Q1 		$97.1K Hold
787
– – 0.01% 194
2024
Q4 		$89.6K Buy
787
+572
+266% +$72.8K 0.01% 201
2024
Q3 		$28.2K Hold
215
– – ﹤0.01% 300
2024
Q2 		$30.3K Sell
215
-17
-7% -$2.52K 0.01% 279
2024
Q1 		$37.8K Buy
232
+2
+0.9% +$288 0.01% 255
2023
Q4 		$30.6K Hold
230
– – 0.01% 263
2023
Q3 		$27.6K Hold
230
– – 0.01% 263
2023
Q2 		$21.9K Buy
230
+6
+3% +$583 0.01% 281
2023
Q1 		$22.7K Buy
224
+8
+4% +$813 0.01% 303
2022
Q4 		$22.4K Buy
216
+1
+0.5% +$102 0.01% 250
2022
Q3 		$17K Hold
215
– – 0.01% 263
2022
Q2 		$18K Hold
215
– – 0.01% 264
2022
Q1 		$19K Hold
215
– – 0.01% 263
2021
Q4 		$16K Hold
215
– – ﹤0.01% 295
2021
Q3 		$15K Hold
215
– – 0.01% 299
2021
Q2 		$18K Hold
215
– – 0.01% 281
2021
Q1 		$18K Hold
215
– – 0.01% 265
2020
Q4 		$15K Hold
215
– – 0.01% 283
2020
Q3 		$11K Buy
+215
New +$13.1K 0.01% 291

Other funds holding PSX

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TFC Financial Management's PSX Position: Q2 2026 in Review

TFC Financial Management increased its Phillips 66 (PSX) stake by 5.6% in Q2 2026, buying an estimated $9.64K and bringing the position to 1,061 shares worth $179K. The position accounts for 0.02% of the portfolio, ranked #151.

TFC Financial Management first reported a position in PSX in Q3 2020 and has held it in 24 quarters since. The position peaked at $183K in Q1 2026. 1,083 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • TFC Financial Management held 1,061 shares of Phillips 66 worth $179K as of Q2 2026.
  • TFC Financial Management bought 56 Phillips 66 shares in Q2 2026, an estimated $9.64K.
  • Phillips 66 made up 0.02% of TFC Financial Management's portfolio in Q2 2026, its #151 holding.
  • TFC Financial Management first reported a position in Phillips 66 in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's Phillips 66 position peaked at $183K in Q1 2026.
  • 1,083 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.