Cypress Point Wealth Management’s Phillips 66 PSX Stock Holding History

Cypress Point Wealth 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 Q2	–	Sell	-1,182	Closed	-$215K	–	156
2026 Q1	$215K	Buy	+1,182	New	+$185K	0.05%	114
2024 Q1	–	Sell	-12,379	Closed	-$1.65M	–	72
2023 Q4	$1.65M	Buy	+12,379	New	+$1.48M	1.22%	24
2021 Q4	–	Sell	-722	Closed	-$51K	–	121
2021 Q3	$51K	Sell	722 -495	-41%	-$35.8K	0.04%	59
2021 Q2	$104K	Buy	1,217 +500	+70%	+$42.2K	0.07%	40
2021 Q1	$58K	Hold	717	–	–	0.06%	39
2020 Q4	$50K	Buy	+717	New	+$42.1K	0.08%	106

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cypress Point Wealth Management's PSX Position: Q2 2026 in Review

Cypress Point Wealth Management sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,182 shares — an estimated $215K sold.

Cypress Point Wealth Management first reported a position in PSX in Q4 2020 and held it in 6 quarters. The position peaked at $1.65M in Q4 2023. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Cypress Point Wealth Management reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
Cypress Point Wealth Management sold 1,182 Phillips 66 shares in Q2 2026, an estimated $215K.
Cypress Point Wealth Management first reported a position in Phillips 66 in Q4 2020 and held it in 6 quarters.
Cypress Point Wealth Management's Phillips 66 position peaked at $1.65M in Q4 2023.
2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.