CPWM
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return