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Triumph Capital Management’s Phillips 66 PSX Stock Holding History

Triumph Capital Management’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 		$210K Sell
1,245
-15
-1% -$2.58K 0.04% 352
2026
Q1 		$230K Buy
1,260
+23
+2% +$3.6K 0.05% 314
2025
Q4 		$160K Buy
+1,237
New +$166K 0.03% 348
2021
Q4 		– Sell
-3,641
Closed -$255K – 229
2021
Q3 		$255K Buy
3,641
+55
+2% +$3.98K 0.12% 155
2021
Q2 		$282K Buy
+3,586
New +$303K 0.16% 135

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

Triumph Capital Management's PSX Position: Q2 2026 in Review

Triumph Capital Management reduced its Phillips 66 (PSX) stake by 1.2% in Q2 2026, selling an estimated $2.58K and leaving 1,245 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #352.

Triumph Capital Management first reported a position in PSX in Q2 2021 and has held it in 5 quarters since. The position peaked at $282K in Q2 2021. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Triumph Capital Management held 1,245 shares of Phillips 66 worth $210K as of Q2 2026.
  • Triumph Capital Management sold 15 Phillips 66 shares in Q2 2026, an estimated $2.58K.
  • Phillips 66 made up 0.04% of Triumph Capital Management's portfolio in Q2 2026, its #352 holding.
  • Triumph Capital Management first reported a position in Phillips 66 in Q2 2021 and has held it in 5 quarters since.
  • Triumph Capital Management's Phillips 66 position peaked at $282K in Q2 2021.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.