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Bell Investment Advisors’s Phillips 66 PSX Stock Holding History

Bell Investment Advisors’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.1K Buy
314
+99
+46% +$17K 0.01% 262
2026
Q1 		$39.2K Sell
215
-3
-1% -$470 0.01% 297
2025
Q4 		$28.1K Buy
218
+67
+44% +$9.02K ﹤0.01% 353
2025
Q3 		$20.5K Sell
151
-12
-7% -$1.54K ﹤0.01% 403
2025
Q2 		$19.4K Sell
163
-1
-0.6% -$112 ﹤0.01% 432
2025
Q1 		$20.3K Sell
164
-132
-45% -$16.3K ﹤0.01% 384
2024
Q4 		$33.7K Sell
296
-33
-10% -$4.2K 0.01% 279
2024
Q3 		$43.2K Hold
329
– – 0.01% 245
2024
Q2 		$46.4K Buy
329
+27
+9% +$4K 0.01% 223
2024
Q1 		$49.3K Hold
302
– – 0.01% 210
2023
Q4 		$40.2K Sell
302
-4
-1% -$478 0.01% 223
2023
Q3 		$36.8K Buy
306
+138
+82% +$15.5K 0.01% 211
2023
Q2 		$16K Hold
168
– – ﹤0.01% 357
2023
Q1 		$17K Sell
168
-2
-1% -$203 ﹤0.01% 339
2022
Q4 		$17.7K Buy
170
+74
+77% +$7.57K ﹤0.01% 325
2022
Q3 		$8K Sell
96
-23
-19% -$1.96K ﹤0.01% 499
2022
Q2 		$10K Buy
+119
New +$11K ﹤0.01% 432
2021
Q4 		$7K Sell
90
-51
-36% -$3.85K ﹤0.01% 625
2021
Q3 		$10K Buy
+141
New +$10.2K ﹤0.01% 463

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bell Investment Advisors's PSX Position: Q2 2026 in Review

Bell Investment Advisors increased its Phillips 66 (PSX) stake by 46% in Q2 2026, buying an estimated $17K and bringing the position to 314 shares worth $53.1K. The position accounts for 0.01% of the portfolio, ranked #262.

Bell Investment Advisors first reported a position in PSX in Q3 2021 and has held it in 19 quarters since. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Bell Investment Advisors held 314 shares of Phillips 66 worth $53.1K as of Q2 2026.
  • Bell Investment Advisors bought 99 Phillips 66 shares in Q2 2026, an estimated $17K.
  • Phillips 66 made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #262 holding.
  • Bell Investment Advisors first reported a position in Phillips 66 in Q3 2021 and has held it in 19 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.