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TrinityPoint Wealth’s Phillips 66 PSX Stock Holding History

TrinityPoint Wealth’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
Q4 		$629K Buy
5,520
+208
+4% +$26.5K 0.09% 207
2024
Q3 		$698K Buy
5,312
+122
+2% +$16.5K 0.1% 192
2024
Q2 		$733K Sell
5,190
-315
-6% -$46.6K 0.11% 170
2024
Q1 		$899K Buy
5,505
+335
+6% +$48.3K 0.15% 142
2023
Q4 		$688K Buy
5,170
+672
+15% +$80.3K 0.12% 159
2023
Q3 		$540K Sell
4,498
-293
-6% -$32.9K 0.11% 174
2023
Q2 		$457K Buy
4,791
+1,492
+45% +$145K 0.09% 185
2023
Q1 		$334K Buy
3,299
+199
+6% +$20.2K 0.07% 207
2022
Q4 		$323K Buy
3,100
+202
+7% +$20.7K 0.07% 206
2022
Q3 		$234K Buy
2,898
+82
+3% +$6.99K 0.05% 243
2022
Q2 		$231K Buy
2,816
+2
+0.1% +$185 0.05% 244
2022
Q1 		$243K Buy
2,814
+2
+0.1% +$168 0.04% 275
2021
Q4 		$204K Sell
2,812
-598
-18% -$45.2K 0.04% 295
2021
Q3 		$239K Buy
3,410
+353
+12% +$25.6K 0.05% 272
2021
Q2 		$262K Buy
+3,057
New +$258K 0.05% 227

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

TrinityPoint Wealth's PSX Position: Q4 2024 in Review

TrinityPoint Wealth increased its Phillips 66 (PSX) stake by 3.9% in Q4 2024, buying an estimated $26.5K and bringing the position to 5,520 shares worth $629K. The position accounts for 0.09% of the portfolio, ranked #207.

TrinityPoint Wealth first reported a position in PSX in Q2 2021 and has held it in 15 quarters since. The position peaked at $899K in Q1 2024. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • TrinityPoint Wealth held 5,520 shares of Phillips 66 worth $629K as of Q4 2024.
  • TrinityPoint Wealth bought 208 Phillips 66 shares in Q4 2024, an estimated $26.5K.
  • Phillips 66 made up 0.09% of TrinityPoint Wealth's portfolio in Q4 2024, its #207 holding.
  • TrinityPoint Wealth first reported a position in Phillips 66 in Q2 2021 and has held it in 15 quarters since.
  • TrinityPoint Wealth's Phillips 66 position peaked at $899K in Q1 2024.
  • 1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.