Cypress Point Wealth Management, LLC

Position in PSX — Phillips 66

CIK 1825611 DALLAS, TX

Position in PSX

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$215,336

-$1,432,804 QoQ

Shares Held

1,182

-90.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Cypress Point Wealth Management, LLC holds $555,722 across 2 Oil & Gas Refining & Marketing names.

#	Ticker	Company	Shares	Value (USD)	Open
1	VLO	Valero Energy Corp/Tx	1,104	$287,525
2	MPC	Marathon Petroleum Corp	1,049	$268,197

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$215,336	1,182	-90.5%	Shares	Sole	2026-04-13
2023-12-31	$1,648,140	12,379	+1614.5%	Shares	Sole	2024-01-17
2021-09-30	$50,561	722	-40.7%	Shares	Sole	2021-11-05
2021-06-30	$104,442	1,217	+69.7%	Shares	Sole	2021-08-04
2021-03-31	$58,464	717	0.0%	Shares	Sole	2021-05-07
2020-12-31	$50,146	717	—	Shares	Sole	2021-02-05
No filing history on record for this holder in this stock.