TFC Financial Management
PSX icon

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
Q3 		$271K Hold
1,061
– – 0.03% 115
2026
Q2 		$179K Buy
1,061
+56
+6% +$9.6K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

TFC Financial Management's PSX Position: Q3 2026 in Review

TFC Financial Management held its Phillips 66 (PSX) position steady in Q3 2026 at 1,061 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #115.

TFC Financial Management first reported a position in PSX in Q3 2020 and has held it in 25 quarters since. 1,641 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • TFC Financial Management held 1,061 shares of Phillips 66 worth $271K as of Q3 2026.
  • TFC Financial Management left its Phillips 66 share count unchanged in Q3 2026.
  • Phillips 66 made up 0.03% of TFC Financial Management's portfolio in Q3 2026, its #115 holding.
  • TFC Financial Management first reported a position in Phillips 66 in Q3 2020 and has held it in 25 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.