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