TIAA Wealth Investment Management LLC

Position in PSX — Phillips 66

CIK 2124867 New York, NY

Position in PSX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$779,488

-$12,812 QoQ

Shares Held

4,611

+6.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#979

of 2,093 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 63% Shared 0% None 37%

Energy · as of Jun 30, 2026

TIAA Wealth Investment Management LLC holds $1,540,314 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (50.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	4,611	$779,488
2	MPC	Marathon Petroleum Corp	2,112	$539,974
3	VLO	Valero Energy Corp/Tx	848	$220,852

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$779,488	4,611	+6.0%	Shares	Defined	2026-08-10
2026-03-31	$792,300	4,349	—	Shares	Defined	2026-05-12
No filing history on record for this holder in this stock.