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
2024 Q3	–	Sell	-71	Closed	-$10K	–	417
2024 Q2	$10K	Buy	+71	New	+$10.5K	﹤0.01%	216

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Trifecta Capital Advisors's PSX Position: Q3 2024 in Review

Trifecta Capital Advisors sold out of Phillips 66 (PSX) in Q3 2024, closing a stake of 71 shares — an estimated $10K sold.

Trifecta Capital Advisors first reported a position in PSX in Q2 2024 and held it in 1 quarter. The position peaked at $10K in Q2 2024. 1,770 funds tracked by Wall St. Rank hold PSX as of Q3 2024.

Trifecta Capital Advisors reported no remaining Phillips 66 position as of Q3 2024 after selling out during the quarter.
Trifecta Capital Advisors sold 71 Phillips 66 shares in Q3 2024, an estimated $10K.
Trifecta Capital Advisors first reported a position in Phillips 66 in Q2 2024 and held it in 1 quarter.
Trifecta Capital Advisors's Phillips 66 position peaked at $10K in Q2 2024.
1,770 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2024.

Based on Trifecta Capital Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.