TD PRIVATE CLIENT WEALTH LLC

Position in PSX — Phillips 66

CIK 1551017 NEW YORK, NY

Back to PSX Full portfolio

Position in PSX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,219,288

-$315,746 QoQ

Shares Held

13,128

-5.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#624

of 2,096 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

TD PRIVATE CLIENT WEALTH LLC holds $4,671,056 across 6 Oil & Gas Refining & Marketing names. PSX ranks #1 (47.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	13,128	$2,219,288
2	MPC	Marathon Petroleum Corp	5,736	$1,466,523
3	VLO	Valero Energy Corp/Tx	2,539	$661,257
4	DINO	HF Sinclair Corp	4,642	$323,315
5	DK	Delek US Holdings, Inc.	7	$355
6	PBF	PBF Energy Inc.	7	$318

All Filings in PSX

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,219,288	13,128	-5.7%	Shares	Defined	2026-08-04
2026-03-31	$2,535,034	13,915	+6.4%	Shares	Defined	2026-04-27
2025-12-31	$1,687,198	13,075	-7.2%	Shares	Defined	2026-02-05
2025-09-30	$1,916,249	14,088	-37.1%	Shares	Defined	2025-10-27
2025-06-30	$2,671,007	22,389	-9.2%	Shares	Defined	2025-07-15
2025-03-31	$3,045,510	24,664	-5.9%	Shares	Defined	2025-04-29
2024-12-31	$2,986,219	26,211	-4.4%	Shares	Defined	2025-02-11
2024-09-30	$3,602,650	27,407	-6.1%	Shares	Defined	2024-11-18
2024-06-30	$4,120,046	29,185	-6.6%	Shares	Defined	2024-08-14
2024-03-31	$5,103,721	31,246	+0.8%	Shares	Defined	2024-08-16
2023-12-31	$4,128,005	31,005	+10.6%	Shares	Defined	2024-08-16
2023-09-30	$3,367,924	28,031	+1.1%	Shares	Defined	2024-08-16
2023-06-30	$2,645,268	27,734	-0.3%	Shares	Defined	2024-08-16
2023-03-31	$2,820,695	27,823	+6.1%	Shares	Defined	2024-08-16
2022-12-31	$2,730,330	26,233	+6.9%	Shares	Defined	2024-08-16
2022-09-30	$1,980,465	24,535	+5.2%	Shares	Defined	2024-08-16
2022-06-30	$1,911,596	23,315	+0.5%	Shares	Defined	2024-08-16
2022-03-31	$2,004,420	23,202	+34.7%	Shares	Defined	2024-08-16
2021-12-31	$1,247,978	17,223	-26.9%	Shares	Defined	2024-08-16
2021-09-30	$1,650,817	23,573	-0.4%	Shares	Defined	2024-08-16
2021-06-30	$2,031,874	23,676	+5.6%	Shares	Defined	2024-08-16
2021-03-31	$1,828,289	22,422	+57.2%	Shares	Defined	2024-08-16
2020-12-31	$997,694	14,265	-51.3%	Shares	Defined	2024-08-16
2020-09-30	$1,519,223	29,306	+11.8%	Shares	Defined	2024-08-16
2020-06-30	$1,884,930	26,216	-7.7%	Shares	Defined	2024-08-16
2020-03-31	$1,523,445	28,396	—	Shares	Defined	2024-08-16
No filing history on record for this holder in this stock.