Bell Investment Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.4K | Sell |
163
-1
| -0.6% | -$119 | ﹤0.01% | 432 |
|
|
2025
Q1 | $20.3K | Sell |
164
-132
| -45% | -$16.3K | ﹤0.01% | 384 |
|
|
2024
Q4 | $33.7K | Sell |
296
-33
| -10% | -$3.76K | 0.01% | 279 |
|
|
2024
Q3 | $43.2K | Hold |
329
| – | – | 0.01% | 245 |
|
|
2024
Q2 | $46.4K | Buy |
329
+27
| +9% | +$3.81K | 0.01% | 223 |
|
|
2024
Q1 | $49.3K | Hold |
302
| – | – | 0.01% | 210 |
|
|
2023
Q4 | $40.2K | Sell |
302
-4
| -1% | -$533 | 0.01% | 223 |
|
|
2023
Q3 | $36.8K | Buy |
306
+138
| +82% | +$16.6K | 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% | +$7.7K | ﹤0.01% | 325 |
|
|
2022
Q3 | $8K | Sell |
96
-23
| -19% | -$1.92K | ﹤0.01% | 499 |
|
|
2022
Q2 | $10K | Buy |
+119
| New | +$10K | ﹤0.01% | 432 |
|
|
2021
Q4 | $7K | Sell |
90
-51
| -36% | -$3.97K | ﹤0.01% | 625 |
|
|
2021
Q3 | $10K | Buy |
+141
| New | +$10K | ﹤0.01% | 463 |
|