TIAA Trust, National Association’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.08M | Sell |
17,414
-1,363
| -7% | -$163K | 0.01% | 297 |
|
2025
Q1 | $2.32M | Buy |
18,777
+1,172
| +7% | +$145K | 0.01% | 281 |
|
2024
Q4 | $2.01M | Sell |
17,605
-22
| -0.1% | -$2.51K | 0.01% | 290 |
|
2024
Q3 | $2.32M | Buy |
17,627
+53
| +0.3% | +$6.97K | 0.01% | 287 |
|
2024
Q2 | $2.48M | Buy |
17,574
+745
| +4% | +$105K | 0.01% | 257 |
|
2024
Q1 | $2.75M | Buy |
16,829
+2,013
| +14% | +$329K | 0.01% | 253 |
|
2023
Q4 | $1.97M | Buy |
14,816
+3,670
| +33% | +$489K | 0.01% | 270 |
|
2023
Q3 | $1.34M | Buy |
+11,146
| New | +$1.34M | ﹤0.01% | 291 |
|