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Disclosery

TritonPoint Partners, LLC: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TritonPoint Partners, LLC on PSX, newest first. How the timeline and the estimate are built.

TritonPoint Partners, LLC held 5,020 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,020 shares
    Change vs previous 13F +3,005 shares

    0.04% of the 13F portfolio, value $848,793.

    13F-HR 0002111167-26-000003 filed by TritonPoint Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TRITONPOINT WEALTH, LLC: 2,345 shares
    • TritonPoint Partners, LLC: 2,675 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,015 shares
    Change vs previous 13F -773 shares

    0.04% of the 13F portfolio, value $367,180.

    13F-HR 0002008171-26-000003 filed by TRITONPOINT WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,788 shares
    Change vs previous 13F -203 shares

    0.04% of the 13F portfolio, value $359,825.

    13F-HR 0002008171-26-000001 filed by TRITONPOINT WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,991 shares
    Change vs previous 13F +899 shares

    0.03% of the 13F portfolio, value $406,901.

    13F-HR 0002008171-25-000008 filed by TRITONPOINT WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,092 shares
    Change vs previous 13F +54 shares

    0.02% of the 13F portfolio, value $249,633.

    13F-HR 0002008171-25-000004 filed by TRITONPOINT WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,038 shares
    Change vs previous 13F +2,038 shares

    0.02% of the 13F portfolio, value $251,650.

    13F-HR 0002008171-25-000003 filed by TRITONPOINT WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -1,800 shares

    13F-HR 0002008171-25-000002 filed by TRITONPOINT WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 1,800 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $235,887.

    13F-HR 0002008171-24-000005 filed by TRITONPOINT WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).