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Cardinal Point Capital Management’s Phillips 66 PSX Stock Holding History

Cardinal Point Capital Management’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,854
Closed -$239K – 302
2025
Q4 		$239K Buy
+1,854
New +$250K 0.02% 234

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Vanguard Portfolio Management
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EIM
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cardinal Point Capital Management's PSX Position: Q1 2026 in Review

Cardinal Point Capital Management sold out of Phillips 66 (PSX) in Q1 2026, closing a stake of 1,854 shares — an estimated $239K sold.

Cardinal Point Capital Management first reported a position in PSX in Q4 2025 and held it in 1 quarter. The position peaked at $239K in Q4 2025. 2,128 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Cardinal Point Capital Management reported no remaining Phillips 66 position as of Q1 2026 after selling out during the quarter.
  • Cardinal Point Capital Management sold 1,854 Phillips 66 shares in Q1 2026, an estimated $239K.
  • Cardinal Point Capital Management first reported a position in Phillips 66 in Q4 2025 and held it in 1 quarter.
  • Cardinal Point Capital Management's Phillips 66 position peaked at $239K in Q4 2025.
  • 2,128 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Cardinal Point Capital Management's 13F filing for Q1 2026, filed 20 Apr 2026.