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TIAA FSB’s Phillips 66 PSX Stock Holding History

TIAA FSB’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
2023
Q2 		$1.01M Buy
10,552
+262
+3% +$25.5K ﹤0.01% 318
2023
Q1 		$1.04M Sell
10,290
-800
-7% -$81.3K ﹤0.01% 310
2022
Q4 		$1.15M Sell
11,090
-932
-8% -$95.3K ﹤0.01% 294
2022
Q3 		$970K Sell
12,022
-374
-3% -$31.9K ﹤0.01% 312
2022
Q2 		$1.02M Sell
12,396
-2,773
-18% -$257K ﹤0.01% 322
2022
Q1 		$1.31M Sell
15,169
-2,312
-13% -$195K ﹤0.01% 290
2021
Q4 		$1.27M Sell
17,481
-870
-5% -$65.8K ﹤0.01% 291
2021
Q3 		$1.29M Sell
18,351
-1,479
-7% -$107K ﹤0.01% 291
2021
Q2 		$1.7M Buy
19,830
+9
+0% +$760 0.01% 278
2021
Q1 		$1.62M Sell
19,821
-9,015
-31% -$707K 0.01% 270
2020
Q4 		$2.02M Buy
28,836
+1,435
+5% +$84.2K 0.01% 245
2020
Q3 		$1.42M Sell
27,401
-1,098
-4% -$67K 0.01% 237
2020
Q2 		$2.05M Sell
28,499
-1,623
-5% -$115K 0.01% 215
2020
Q1 		$1.62M Buy
30,122
+3,463
+13% +$282K 0.01% 215
2019
Q4 		$2.97M Sell
26,659
-351
-1% -$39.4K 0.01% 209
2019
Q3 		$2.77M Buy
27,010
+1,459
+6% +$146K 0.01% 206
2019
Q2 		$2.39M Buy
25,551
+3,672
+17% +$329K 0.01% 203
2019
Q1 		$2.08M Buy
21,879
+3,031
+16% +$288K 0.02% 208
2018
Q4 		$1.62M Sell
18,848
-1,369
-7% -$134K 0.01% 225
2018
Q3 		$2.28M Sell
20,217
-169
-0.8% -$19.5K 0.01% 215
2018
Q2 		$2.29M Sell
20,386
-3,998
-16% -$449K 0.01% 214
2018
Q1 		$2.34M Buy
24,384
+5,680
+30% +$553K 0.01% 217
2017
Q4 		$1.89M Sell
18,704
-821
-4% -$78.1K 0.01% 256
2017
Q3 		$1.79M Sell
19,525
-343
-2% -$29.1K 0.01% 252
2017
Q2 		$1.64M Buy
+19,868
New +$1.56M 0.01% 251

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB's PSX Position: Q2 2023 in Review

TIAA FSB increased its Phillips 66 (PSX) stake by 2.5% in Q2 2023, buying an estimated $25.5K and bringing the position to 10,552 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #318.

TIAA FSB first reported a position in PSX in Q2 2017 and has held it in 25 quarters since. The position peaked at $2.97M in Q4 2019. 1,539 funds tracked by Wall St. Rank hold PSX as of Q2 2023.

  • TIAA FSB held 10,552 shares of Phillips 66 worth $1.01M as of Q2 2023.
  • TIAA FSB bought 262 Phillips 66 shares in Q2 2023, an estimated $25.5K.
  • Phillips 66 made up ﹤0.01% of TIAA FSB's portfolio in Q2 2023, its #318 holding.
  • TIAA FSB first reported a position in Phillips 66 in Q2 2017 and has held it in 25 quarters since.
  • TIAA FSB's Phillips 66 position peaked at $2.97M in Q4 2019.
  • 1,539 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2023.

Based on TIAA FSB's 13F filing for Q2 2023, filed 31 Jul 2023.