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TritonPoint Wealth’s Phillips 66 PSX Stock Holding History

TritonPoint 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
2026
Q2 		$397K Buy
2,345
+330
+16% +$56.8K 0.04% 207
2026
Q1 		$367K Sell
2,015
-773
-28% -$121K 0.04% 201
2025
Q4 		$360K Sell
2,788
-203
-7% -$27.3K 0.04% 205
2025
Q3 		$407K Buy
2,991
+899
+43% +$115K 0.03% 248
2025
Q2 		$250K Buy
2,092
+54
+3% +$6.05K 0.02% 308
2025
Q1 		$252K Buy
+2,038
New +$251K 0.02% 309
2024
Q4 		– Sell
-1,800
Closed -$236K – 344
2024
Q3 		$236K Buy
1,800
+363
+25% +$49K 0.02% 306
2024
Q2 		$203K Sell
1,437
-324
-18% -$48K 0.02% 312
2024
Q1 		$234K Sell
1,761
-33
-2% -$4.76K 0.02% 296
2023
Q4 		$239K Buy
+1,794
New +$214K 0.02% 307

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

TritonPoint Wealth's PSX Position: Q2 2026 in Review

TritonPoint Wealth increased its Phillips 66 (PSX) stake by 16% in Q2 2026, buying an estimated $56.8K and bringing the position to 2,345 shares worth $397K. The position accounts for 0.04% of the portfolio, ranked #207.

TritonPoint Wealth first reported a position in PSX in Q4 2023 and has held it in 10 quarters since. The position peaked at $407K in Q3 2025. 2,108 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • TritonPoint Wealth held 2,345 shares of Phillips 66 worth $397K as of Q2 2026.
  • TritonPoint Wealth bought 330 Phillips 66 shares in Q2 2026, an estimated $56.8K.
  • Phillips 66 made up 0.04% of TritonPoint Wealth's portfolio in Q2 2026, its #207 holding.
  • TritonPoint Wealth first reported a position in Phillips 66 in Q4 2023 and has held it in 10 quarters since.
  • TritonPoint Wealth's Phillips 66 position peaked at $407K in Q3 2025.
  • 2,108 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.