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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TritonPoint Wealth's PSX Position: Q1 2026 in Review

TritonPoint Wealth reduced its Phillips 66 (PSX) stake by 28% in Q1 2026, selling an estimated $121K and leaving 2,015 shares worth $367K. The position accounts for 0.04% of the portfolio, ranked #201.

TritonPoint Wealth first reported a position in PSX in Q4 2023 and has held it in 9 quarters since. The position peaked at $407K in Q3 2025. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • TritonPoint Wealth held 2,015 shares of Phillips 66 worth $367K as of Q1 2026.
  • TritonPoint Wealth sold 773 Phillips 66 shares in Q1 2026, an estimated $121K.
  • Phillips 66 made up 0.04% of TritonPoint Wealth's portfolio in Q1 2026, its #201 holding.
  • TritonPoint Wealth first reported a position in Phillips 66 in Q4 2023 and has held it in 9 quarters since.
  • TritonPoint Wealth's Phillips 66 position peaked at $407K in Q3 2025.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.