Bellevue Asset Management’s Phillips 66 PSX Stock Holding History

Bellevue Asset Management’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
2022 Q2	–	Sell	-161	Closed	-$14K	–	527
2022 Q1	$14K	Hold	161	–	–	0.01%	291
2021 Q4	$12K	Hold	161	–	–	0.01%	315
2021 Q3	$11K	Hold	161	–	–	0.01%	327
2021 Q2	$14K	Hold	161	–	–	0.01%	310
2021 Q1	$13K	Hold	161	–	–	0.01%	335
2020 Q4	$12K	Hold	161	–	–	0.01%	334
2020 Q3	$8K	Hold	161	–	–	0.01%	354
2020 Q2	$12K	Hold	161	–	–	0.01%	320
2020 Q1	$10K	Hold	161	–	–	0.01%	340
2019 Q4	$18K	Buy	+161	New	+$18.1K	0.01%	262

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bellevue Asset Management's PSX Position: Q2 2022 in Review

Bellevue Asset Management sold out of Phillips 66 (PSX) in Q2 2022, closing a stake of 161 shares — an estimated $14K sold.

Bellevue Asset Management first reported a position in PSX in Q4 2019 and held it in 10 quarters. The position peaked at $18K in Q4 2019. 1,443 funds tracked by Wall St. Rank hold PSX as of Q2 2022.

Bellevue Asset Management reported no remaining Phillips 66 position as of Q2 2022 after selling out during the quarter.
Bellevue Asset Management sold 161 Phillips 66 shares in Q2 2022, an estimated $14K.
Bellevue Asset Management first reported a position in Phillips 66 in Q4 2019 and held it in 10 quarters.
Bellevue Asset Management's Phillips 66 position peaked at $18K in Q4 2019.
1,443 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2022.

Based on Bellevue Asset Management's 13F filing for Q2 2022, filed 12 Aug 2022.