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 Q3	$639K	Buy	2,504 +159	+7%	+$36.3K	0.06%	152
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

TritonPoint Wealth's PSX Position: Q3 2026 in Review

TritonPoint Wealth increased its Phillips 66 (PSX) stake by 6.8% in Q3 2026, buying an estimated $36.3K and bringing the position to 2,504 shares worth $639K. The position accounts for 0.06% of the portfolio, ranked #152.

TritonPoint Wealth first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. 1,540 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

TritonPoint Wealth held 2,504 shares of Phillips 66 worth $639K as of Q3 2026.
TritonPoint Wealth bought 159 Phillips 66 shares in Q3 2026, an estimated $36.3K.
Phillips 66 made up 0.06% of TritonPoint Wealth's portfolio in Q3 2026, its #152 holding.
TritonPoint Wealth first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
1,540 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on TritonPoint Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.