Position in PSX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$413,158
-$31,907 QoQ
Shares Held
2,444
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,281
of 2,093 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026TD Capital Management LLC holds $655,871 across 5 Oil & Gas Refining & Marketing names. PSX ranks #1 (63.0% of the industry book) .
All Filings in PSX
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,158 | 2,444 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $445,065 | 2,443 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $274,468 | 2,127 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $289,178 | 2,126 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $253,512 | 2,125 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $256,097 | 2,074 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $227,860 | 2,000 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $262,900 | 2,000 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $282,340 | 2,000 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $326,680 | 2,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $266,280 | 2,000 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $240,300 | 2,000 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $190,760 | 2,000 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $209,451 | 2,066 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $215,029 | 2,066 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $161,440 | 2,000 | Shares | Sole | 2022-11-09 | |
| 2021-12-31 | $93,473 | 1,290 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $90,338 | 1,290 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $110,707 | 1,290 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $81,540 | 1,000 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $73,716 | 1,054 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $54,639 | 1,054 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $75,710 | 1,053 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $53,650 | 1,000 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||