Trifecta Capital Advisors
PSX icon

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
Q3 		$1.28K Hold
5
– – ﹤0.01% 306
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Trifecta Capital Advisors's PSX Position: Q3 2026 in Review

Trifecta Capital Advisors held its Phillips 66 (PSX) position steady in Q3 2026 at 5 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Trifecta Capital Advisors first reported a position in PSX in Q2 2024 and has held it in 3 quarters since. The position peaked at $10K in Q2 2024. 1,052 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Trifecta Capital Advisors held 5 shares of Phillips 66 worth $1.28K as of Q3 2026.
  • Trifecta Capital Advisors left its Phillips 66 share count unchanged in Q3 2026.
  • Phillips 66 made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q3 2026, its #306 holding.
  • Trifecta Capital Advisors first reported a position in Phillips 66 in Q2 2024 and has held it in 3 quarters since.
  • Trifecta Capital Advisors's Phillips 66 position peaked at $10K in Q2 2024.
  • 1,052 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.