Blue Bell Private Wealth Management’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 | $18.8K | Hold |
158
| – | – | ﹤0.01% | 476 |
|
|
2025
Q1 | $19.5K | Buy |
158
+13
| +9% | +$1.61K | ﹤0.01% | 464 |
|
|
2024
Q4 | $16.5K | Hold |
145
| – | – | ﹤0.01% | 460 |
|
|
2024
Q3 | $19.1K | Sell |
145
-36
| -20% | -$4.73K | ﹤0.01% | 470 |
|
|
2024
Q2 | $25.6K | Hold |
181
| – | – | 0.01% | 438 |
|
|
2024
Q1 | $29.6K | Sell |
181
-5
| -3% | -$817 | 0.01% | 415 |
|
|
2023
Q4 | $24.8K | Hold |
186
| – | – | 0.01% | 406 |
|
|
2023
Q3 | $22.3K | Buy |
186
+7
| +4% | +$841 | 0.01% | 347 |
|
|
2023
Q2 | $17.1K | Hold |
179
| – | – | ﹤0.01% | 367 |
|
|
2023
Q1 | $18.1K | Hold |
179
| – | – | 0.01% | 328 |
|
|
2022
Q4 | $18.6K | Hold |
179
| – | – | 0.01% | 322 |
|
|
2022
Q3 | $14K | Hold |
179
| – | – | 0.01% | 340 |
|
|
2022
Q2 | $15K | Hold |
179
| – | – | 0.01% | 341 |
|
|
2022
Q1 | $15K | Hold |
179
| – | – | ﹤0.01% | 353 |
|
|
2021
Q4 | $13K | Buy |
+179
| New | +$13K | ﹤0.01% | 361 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 224 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 217 |
|