Belpointe Asset Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $905K | Buy |
5,352
+258
| +5% | +$44.4K | 0.03% | 525 |
|
|
2026
Q1 | $928K | Buy |
5,094
+1,486
| +41% | +$233K | 0.03% | 480 |
|
|
2025
Q4 | $466K | Buy |
3,608
+88
| +3% | +$11.8K | 0.02% | 677 |
|
|
2025
Q3 | $479K | Sell |
3,520
-89
| -2% | -$11.4K | 0.02% | 642 |
|
|
2025
Q2 | $431K | Sell |
3,609
-683
| -16% | -$76.5K | 0.02% | 624 |
|
|
2025
Q1 | $530K | Sell |
4,292
-865
| -17% | -$107K | 0.03% | 548 |
|
|
2024
Q4 | $724K | Sell |
5,157
-2,709
| -34% | -$345K | 0.04% | 418 |
|
|
2024
Q3 | $1.03M | Buy |
7,866
+1,335
| +20% | +$180K | 0.06% | 301 |
|
|
2024
Q2 | $922K | Sell |
6,531
-2,212
| -25% | -$327K | 0.06% | 294 |
|
|
2024
Q1 | $1.43M | Sell |
8,743
-1,234
| -12% | -$178K | 0.11% | 182 |
|
|
2023
Q4 | $1.33M | Sell |
9,977
-1,350
| -12% | -$161K | 0.12% | 170 |
|
|
2023
Q3 | $1.36M | Buy |
11,327
+184
| +2% | +$20.7K | 0.14% | 149 |
|
|
2023
Q2 | $1.06M | Sell |
11,143
-12
| -0.1% | -$1.17K | 0.11% | 175 |
|
|
2023
Q1 | $1.13M | Sell |
11,155
-25
| -0.2% | -$2.54K | 0.06% | 303 |
|
|
2022
Q4 | $1.16M | Buy |
11,180
+2,609
| +30% | +$267K | 0.07% | 281 |
|
|
2022
Q3 | $692K | Sell |
8,571
-211
| -2% | -$18K | 0.05% | 398 |
|
|
2022
Q2 | $720K | Buy |
8,782
+698
| +9% | +$64.6K | 0.05% | 375 |
|
|
2022
Q1 | $698K | Buy |
8,084
+400
| +5% | +$33.7K | 0.04% | 426 |
|
|
2021
Q4 | $557K | Buy |
7,684
+2,566
| +50% | +$194K | 0.03% | 481 |
|
|
2021
Q3 | $359K | Sell |
5,118
-2,337
| -31% | -$169K | 0.02% | 619 |
|
|
2021
Q2 | $640K | Buy |
7,455
+1,071
| +17% | +$90.4K | 0.05% | 418 |
|
|
2021
Q1 | $521K | Sell |
6,384
-8,482
| -57% | -$666K | 0.04% | 424 |
|
|
2020
Q4 | $1.04M | Buy |
14,866
+11,445
| +335% | +$672K | 0.09% | 242 |
|
|
2020
Q3 | $177K | Sell |
3,421
-640
| -16% | -$39.1K | 0.02% | 586 |
|
|
2020
Q2 | $292K | Buy |
4,061
+1,554
| +62% | +$110K | 0.04% | 414 |
|
|
2020
Q1 | $135K | Sell |
2,507
-1,725
| -41% | -$140K | 0.02% | 530 |
|
|
2019
Q4 | $471K | Sell |
4,232
-5,330
| -56% | -$599K | 0.06% | 333 |
|
|
2019
Q3 | $979K | Buy |
9,562
+4,521
| +90% | +$453K | 0.16% | 147 |
|
|
2019
Q2 | $472K | Sell |
5,041
-187
| -4% | -$16.8K | 0.09% | 241 |
|
|
2019
Q1 | $498K | Sell |
5,228
-5,787
| -53% | -$550K | 0.1% | 165 |
|
|
2018
Q4 | $949K | Sell |
11,015
-167
| -1% | -$16.3K | 0.24% | 85 |
|
|
2018
Q3 | $1.26M | Buy |
11,182
+4,255
| +61% | +$492K | 0.2% | 96 |
|
|
2018
Q2 | $778K | Sell |
6,927
-76
| -1% | -$8.54K | 0.22% | 95 |
|
|
2018
Q1 | $672K | Sell |
7,003
-97
| -1% | -$9.44K | 0.2% | 101 |
|
|
2017
Q4 | $718K | Buy |
7,100
+110
| +2% | +$10.5K | 0.16% | 144 |
|
|
2017
Q3 | $640K | Buy |
+6,990
| New | +$592K | 0.15% | 147 |
|
Other funds holding PSX
EIM
Belpointe Asset Management's PSX Position: Q2 2026 in Review
Belpointe Asset Management increased its Phillips 66 (PSX) stake by 5.1% in Q2 2026, buying an estimated $44.4K and bringing the position to 5,352 shares worth $905K. The position accounts for 0.03% of the portfolio, ranked #525.
Belpointe Asset Management first reported a position in PSX in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.43M in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Belpointe Asset Management held 5,352 shares of Phillips 66 worth $905K as of Q2 2026.
- Belpointe Asset Management bought 258 Phillips 66 shares in Q2 2026, an estimated $44.4K.
- Phillips 66 made up 0.03% of Belpointe Asset Management's portfolio in Q2 2026, its #525 holding.
- Belpointe Asset Management first reported a position in Phillips 66 in Q3 2017 and has held it in 36 quarters since.
- Belpointe Asset Management's Phillips 66 position peaked at $1.43M in Q1 2024.
- 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.