Position in PSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$396,422
+$29,330 QoQ
Shares Held
2,345
+16.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,302
of 2,091 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026TRITONPOINT WEALTH, LLC holds $1,078,805 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (36.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
2,669 | $682,383 | |
| 2 | PSX |
Phillips 66
This page
|
2,345 | $396,422 |
All Filings in PSX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,422 | 2,345 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $367,092 | 2,015 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $359,763 | 2,788 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $406,835 | 2,991 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $249,575 | 2,092 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $251,652 | 2,038 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $236,610 | 1,800 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $202,861 | 1,437 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $287,641 | 1,761 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $238,853 | 1,794 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||