Bell Investment Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.4K | Sell |
|
|||||
|
2025
Q1 | $20.3K | Sell |
|
|||||
|
2024
Q4 | $33.7K | Sell |
|
|||||
|
2024
Q3 | $43.2K | Hold |
|
|||||
|
2024
Q2 | $46.4K | Buy |
|
|||||
|
2024
Q1 | $49.3K | Hold |
|
|||||
|
2023
Q4 | $40.2K | Sell |
|
|||||
|
2023
Q3 | $36.8K | Buy |
|
|||||
|
2023
Q2 | $16K | Hold |
|
|||||
|
2023
Q1 | $17K | Sell |
|
|||||
|
2022
Q4 | $17.7K | Buy |
|
|||||
|
2022
Q3 | $8K | Sell |
|
|||||
|
2022
Q2 | $10K | Buy |
|
|||||
|
2021
Q4 | $7K | Sell |
|
|||||
|
2021
Q3 | $10K | Buy |
|