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

Cypress Point Wealth Management’s Portfolio PSX Stock Details PSX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$215K	Buy
2024 Q1	–	Sell
2023 Q4	$1.65M	Buy
2021 Q4	–	Sell
2021 Q3	$51K	Sell
2021 Q2	$104K	Buy
2021 Q1	$58K	Hold
2020 Q4	$50K	Buy