TFC Financial Management, Inc.

Position in PSX — Phillips 66

CIK 1827844 BOSTON, MA

Position in PSX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$179,362

-$3,728 QoQ

Shares Held

1,061

+5.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,748

of 2,097 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

TFC Financial Management, Inc. holds $202,777 across 5 Oil & Gas Refining & Marketing names. PSX ranks #1 (88.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	1,061	$179,362
2	MPC	Marathon Petroleum Corp	56	$14,317
3	VLO	Valero Energy Corp/Tx	30	$7,813
4	PBF	PBF Energy Inc.	27	$1,229
5	PARR	Par Pacific Holdings, Inc.	1	$56

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$179,362	1,061	+5.6%	Shares	Sole	2026-07-23
2026-03-31	$183,090	1,005	-13.6%	Shares	Sole	2026-04-23
2025-12-31	$150,073	1,163	+45.2%	Shares	Sole	2026-01-23
2025-09-30	$108,952	801	+1.0%	Shares	Sole	2025-10-24
2025-06-30	$94,604	793	+0.8%	Shares	Sole	2025-07-29
2025-03-31	$97,178	787	0.0%	Shares	Sole	2025-04-24
2024-12-31	$89,662	787	+266.0%	Shares	Sole	2025-01-29
2024-09-30	$28,261	215	0.0%	Shares	Sole	2024-10-25
2024-06-30	$30,351	215	-7.3%	Shares	Sole	2024-07-23
2024-03-31	$37,894	232	+0.9%	Shares	Sole	2024-04-30
2023-12-31	$30,622	230	0.0%	Shares	Sole	2024-01-25
2023-09-30	$27,634	230	0.0%	Shares	Sole	2023-10-23
2023-06-30	$21,937	230	+2.7%	Shares	Sole	2023-08-07
2023-03-31	$22,709	224	+3.7%	Shares	Sole	2023-05-08
2022-12-31	$22,481	216	+0.5%	Shares	Sole	2023-02-13
2022-09-30	$17,354	215	0.0%	Shares	Sole	2022-10-21
2022-06-30	$17,627	215	0.0%	Shares	Sole	2022-08-03
2022-03-31	$18,573	215	0.0%	Shares	Sole	2022-05-04
2021-12-31	$15,578	215	0.0%	Shares	Sole	2022-02-02
2021-09-30	$15,056	215	0.0%	Shares	Sole	2021-11-02
2021-06-30	$18,451	215	0.0%	Shares	Sole	2021-07-29
2021-03-31	$17,531	215	0.0%	Shares	Sole	2021-05-03
2020-12-31	$15,037	215	0.0%	Shares	Sole	2021-02-10
2020-09-30	$11,145	215	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.