TIAA Trust, National Association
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TIAA Trust, National Association’s Phillips 66 PSX Stock Holding History

TIAA Trust, National Association’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 		$16.9K Sell
100
-170
-63% -$29.3K ﹤0.01% 304
2026
Q1 		$49.2K Sell
270
-16,713
-98% -$2.62M ﹤0.01% 307
2025
Q4 		$2.19M Buy
16,983
+79
+0.5% +$10.6K 0.01% 299
2025
Q3 		$2.3M Sell
16,904
-510
-3% -$65.3K 0.01% 293
2025
Q2 		$2.08M Sell
17,414
-1,363
-7% -$153K 0.01% 297
2025
Q1 		$2.32M Buy
18,777
+1,172
+7% +$144K 0.01% 281
2024
Q4 		$2.01M Sell
17,605
-22
-0.1% -$2.8K 0.01% 290
2024
Q3 		$2.32M Buy
17,627
+53
+0.3% +$7.16K 0.01% 287
2024
Q2 		$2.48M Buy
17,574
+745
+4% +$110K 0.01% 257
2024
Q1 		$2.75M Buy
16,829
+2,013
+14% +$290K 0.01% 253
2023
Q4 		$1.97M Buy
14,816
+3,670
+33% +$439K 0.01% 270
2023
Q3 		$1.34M Buy
+11,146
New +$1.25M ﹤0.01% 291

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TIAA Trust, National Association's PSX Position: Q2 2026 in Review

TIAA Trust, National Association reduced its Phillips 66 (PSX) stake by 63% in Q2 2026, selling an estimated $29.3K and leaving 100 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

TIAA Trust, National Association first reported a position in PSX in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.75M in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • TIAA Trust, National Association held 100 shares of Phillips 66 worth $16.9K as of Q2 2026.
  • TIAA Trust, National Association sold 170 Phillips 66 shares in Q2 2026, an estimated $29.3K.
  • Phillips 66 made up ﹤0.01% of TIAA Trust, National Association's portfolio in Q2 2026, its #304 holding.
  • TIAA Trust, National Association first reported a position in Phillips 66 in Q3 2023 and has held it in 12 quarters since.
  • TIAA Trust, National Association's Phillips 66 position peaked at $2.75M in Q1 2024.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on TIAA Trust, National Association's 13F filing for Q2 2026, filed 10 Aug 2026.