TCPG
PSX icon

Trivant Custom Portfolio Group’s Phillips 66 PSX Stock Holding History

Trivant Custom Portfolio Group’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
2025
Q2 		– Sell
-25
Closed -$3.09K – 181
2025
Q1 		$3.09K Hold
25
– – ﹤0.01% 175
2024
Q4 		$2.85K Hold
25
– – ﹤0.01% 177
2024
Q3 		$3.29K Hold
25
– – ﹤0.01% 156
2024
Q2 		$3.53K Hold
25
– – ﹤0.01% 170
2024
Q1 		$4.08K Hold
25
– – ﹤0.01% 168
2023
Q4 		$3.33K Hold
25
– – ﹤0.01% 189
2023
Q3 		$3K Hold
25
– – ﹤0.01% 184
2023
Q2 		$2.38K Hold
25
– – ﹤0.01% 191
2023
Q1 		$2.54K Buy
+25
New +$2.54K ﹤0.01% 195

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
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trivant Custom Portfolio Group's PSX Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of Phillips 66 (PSX) in Q2 2025, closing a stake of 25 shares — an estimated $3.09K sold.

Trivant Custom Portfolio Group first reported a position in PSX in Q1 2023 and held it in 9 quarters. The position peaked at $4.08K in Q1 2024. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • Trivant Custom Portfolio Group reported no remaining Phillips 66 position as of Q2 2025 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 25 Phillips 66 shares in Q2 2025, an estimated $3.09K.
  • Trivant Custom Portfolio Group first reported a position in Phillips 66 in Q1 2023 and held it in 9 quarters.
  • Trivant Custom Portfolio Group's Phillips 66 position peaked at $4.08K in Q1 2024.
  • 1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.