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 Q3	$247K	Buy	+966	New	+$221K	0.03%	129
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Cypress Point Wealth Management's PSX Position: Q3 2026 in Review

Cypress Point Wealth Management opened a new position in Phillips 66 (PSX) in Q3 2026: 966 shares worth $247K. The stake represents 0.03% of the portfolio and ranks #129 among its holdings. This is a return to the name: Cypress Point Wealth Management previously reported a position in PSX as recently as Q1 2026.

Cypress Point Wealth Management first reported a position in PSX in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.65M in Q4 2023. 1,854 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Cypress Point Wealth Management held 966 shares of Phillips 66 worth $247K as of Q3 2026.
Phillips 66 was a new Cypress Point Wealth Management position in Q3 2026.
Phillips 66 made up 0.03% of Cypress Point Wealth Management's portfolio in Q3 2026, its #129 holding.
Cypress Point Wealth Management first reported a position in Phillips 66 in Q4 2020 and has held it in 7 quarters since.
Cypress Point Wealth Management's Phillips 66 position peaked at $1.65M in Q4 2023.
1,854 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Cypress Point Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.