Trivium Point Advisory’s Phillips 66 PSX Stock Holding History

Trivium Point Advisory’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	$349K	Sell	2,066 -39	-2%	-$6.71K	0.03%	289
2026 Q1	$383K	Buy	2,105 +6	+0.3%	+$940	0.07%	214
2025 Q4	$271K	Buy	2,099 +99	+5%	+$13.3K	0.03%	298
2025 Q3	$272K	Buy	+2,000	New	+$256K	0.03%	305

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Trivium Point Advisory's PSX Position: Q2 2026 in Review

Trivium Point Advisory reduced its Phillips 66 (PSX) stake by 1.9% in Q2 2026, selling an estimated $6.71K and leaving 2,066 shares worth $349K. The position accounts for 0.03% of the portfolio, ranked #289.

Trivium Point Advisory first reported a position in PSX in Q3 2025 and has held it in 4 quarters since. The position peaked at $383K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Trivium Point Advisory held 2,066 shares of Phillips 66 worth $349K as of Q2 2026.
Trivium Point Advisory sold 39 Phillips 66 shares in Q2 2026, an estimated $6.71K.
Phillips 66 made up 0.03% of Trivium Point Advisory's portfolio in Q2 2026, its #289 holding.
Trivium Point Advisory first reported a position in Phillips 66 in Q3 2025 and has held it in 4 quarters since.
Trivium Point Advisory's Phillips 66 position peaked at $383K in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.