TD Private Client Wealth LLC

SEC CIK: 0001551017
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

PSX holding history

Phillips 66 in every 13F filed by TD Private Client Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PSX overview All 13F holders of PSX Full Q2 2026 holdings

Shares (Q2 2026): 13,128
Value: $2.22M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of PSX by TD Private Client Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	13,128	$2.22M	<0.1%	−787−5.7%	Reduced	Holders
Q1 2026	13,915	$2.54M	0.1%	+840+6.4%	Added	Holders
Q4 2025	13,075	$1.69M	<0.1%	−1,013−7.2%	Reduced	Holders
Q3 2025	14,088	$1.92M	<0.1%	−8,301−37.1%	Reduced	Holders
Q2 2025	22,389	$2.67M	0.1%	−2,275−9.2%	Reduced	Holders
Q1 2025	24,664	$3.05M	0.1%	−1,547−5.9%	Reduced	Holders
Q4 2024	26,211	$2.99M	0.1%	−1,196−4.4%	Reduced	Holders
Q3 2024	27,407	$3.60M	0.1%	−1,778−6.1%	Reduced	Holders
Q2 2024	29,185	$4.12M	0.1%	−2,061−6.6%	Reduced	Holders
Q1 2024	31,246	$5.10M	0.2%	+241+0.8%	Added	Holders
Q4 2023	31,005	$4.13M	0.1%	+2,974+10.6%	Added	Holders
Q3 2023	28,031	$3.37M	0.1%	+297+1.1%	Added	Holders
Q2 2023	27,734	$2.65M	0.1%	−89−0.3%	Reduced	Holders
Q1 2023	27,823	$2.82M	0.1%	+1,590+6.1%	Added	Holders
Q4 2022	26,233	$2.73M	0.1%	+1,698+6.9%	Added	Holders
Q3 2022	24,535	$1.98M	0.1%	+1,220+5.2%	Added	Holders
Q2 2022	23,315	$1.91M	0.1%	+113+0.5%	Added	Holders
Q1 2022	23,202	$2.00M	0.1%	+5,979+34.7%	Added	Holders
Q4 2021	17,223	$1.25M	0.1%	−6,350−26.9%	Reduced	Holders
Q3 2021	23,573	$1.65M	0.1%	−103−0.4%	Reduced	Holders
Q2 2021	23,676	$2.03M	0.1%	+1,254+5.6%	Added	Holders
Q1 2021	22,422	$1.83M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.