Blue Bell Private Wealth Management’s Phillips 66 PSX Stock Holding History

Blue Bell Private Wealth 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
2026 Q2	$24K	Sell	142 -18	-11%	-$3.1K	﹤0.01%	511
2026 Q1	$29.1K	Sell	160 -6	-4%	-$940	﹤0.01%	473
2025 Q4	$21.4K	Hold	166	–	–	﹤0.01%	482
2025 Q3	$22.6K	Buy	166 +8	+5%	+$1.02K	﹤0.01%	471
2025 Q2	$18.8K	Hold	158	–	–	﹤0.01%	476
2025 Q1	$19.5K	Buy	158 +13	+9%	+$1.6K	﹤0.01%	464
2024 Q4	$16.5K	Hold	145	–	–	﹤0.01%	461
2024 Q3	$19.1K	Sell	145 -36	-20%	-$4.86K	﹤0.01%	470
2024 Q2	$25.6K	Hold	181	–	–	0.01%	438
2024 Q1	$29.6K	Sell	181 -5	-3%	-$721	0.01%	415
2023 Q4	$24.8K	Hold	186	–	–	0.01%	406
2023 Q3	$22.3K	Buy	186 +7	+4%	+$786	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%	344
2022 Q2	$15K	Hold	179	–	–	0.01%	344
2022 Q1	$15K	Hold	179	–	–	﹤0.01%	358
2021 Q4	$13K	Buy	+179	New	+$13.5K	﹤0.01%	365

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Blue Bell Private Wealth Management's PSX Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its Phillips 66 (PSX) stake by 11% in Q2 2026, selling an estimated $3.1K and leaving 142 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Blue Bell Private Wealth Management first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $29.6K in Q1 2024. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Blue Bell Private Wealth Management held 142 shares of Phillips 66 worth $24K as of Q2 2026.
Blue Bell Private Wealth Management sold 18 Phillips 66 shares in Q2 2026, an estimated $3.1K.
Phillips 66 made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #511 holding.
Blue Bell Private Wealth Management first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
Blue Bell Private Wealth Management's Phillips 66 position peaked at $29.6K in Q1 2024.
2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.