TrinityPoint Wealth, LLC
- SEC CIK
- 0001766510
- Latest filing
- Feb 14, 2025
PSX holding history
Phillips 66 in every 13F filed by TrinityPoint Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PSX overviewAll 13F holders of PSXFull Q4 2024 holdings
- Shares (Q4 2024)
- 5,520
- Value
- $628.9K
- % of portfolio
- 0.1%
- Quarters held
- 15
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 5,520 | $628.9K | 0.1% | +208+3.9% | Added | Holders |
| Q3 2024 | 5,312 | $698.2K | 0.1% | +122+2.4% | Added | Holders |
| Q2 2024 | 5,190 | $732.6K | 0.1% | −315−5.7% | Reduced | Holders |
| Q1 2024 | 5,505 | $899.2K | 0.1% | +335+6.5% | Added | Holders |
| Q4 2023 | 5,170 | $688.4K | 0.1% | +672+14.9% | Added | Holders |
| Q3 2023 | 4,498 | $540.4K | 0.1% | −293−6.1% | Reduced | Holders |
| Q2 2023 | 4,791 | $457.0K | 0.1% | +1,492+45.2% | Added | Holders |
| Q1 2023 | 3,299 | $334.5K | 0.1% | +199+6.4% | Added | Holders |
| Q4 2022 | 3,100 | $322.7K | 0.1% | +202+7.0% | Added | Holders |
| Q3 2022 | 2,898 | $234.0K | 0.1% | +82+2.9% | Added | Holders |
| Q2 2022 | 2,816 | $231.0K | 0.1% | +2+0.1% | Added | Holders |
| Q1 2022 | 2,814 | $243.0K | <0.1% | +2+0.1% | Added | Holders |
| Q4 2021 | 2,812 | $204.0K | <0.1% | −598−17.5% | Reduced | Holders |
| Q3 2021 | 3,410 | $239.0K | <0.1% | +353+11.5% | Added | Holders |
| Q2 2021 | 3,057 | $262.0K | 0.1% | +3,057 | New | Holders |