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Trifecta Capital Advisors’s Phillips 66 PSX Stock Holding History

Trifecta Capital Advisors’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 		$846 Buy
+5
New +$861 ﹤0.01% 382
2024
Q3 		– Sell
-71
Closed -$10K – 417
2024
Q2 		$10K Buy
+71
New +$10.5K ﹤0.01% 216

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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
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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Trifecta Capital Advisors's PSX Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in Phillips 66 (PSX) in Q2 2026: 5 shares worth $846. The stake represents ﹤0.01% of the portfolio and ranks #382 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in PSX as recently as Q2 2024.

Trifecta Capital Advisors first reported a position in PSX in Q2 2024 and has held it in 2 quarters since. The position peaked at $10K in Q2 2024. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Trifecta Capital Advisors held 5 shares of Phillips 66 worth $846 as of Q2 2026.
  • Phillips 66 was a new Trifecta Capital Advisors position in Q2 2026.
  • Phillips 66 made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #382 holding.
  • Trifecta Capital Advisors first reported a position in Phillips 66 in Q2 2024 and has held it in 2 quarters since.
  • Trifecta Capital Advisors's Phillips 66 position peaked at $10K in Q2 2024.
  • 2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.