Blue Bell Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $22.6K | Buy |
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|
2025
Q2 | $18.8K | Hold |
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|
2025
Q1 | $19.5K | Buy |
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|
2024
Q4 | $16.5K | Hold |
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|
2024
Q3 | $19.1K | Sell |
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|
2024
Q2 | $25.6K | Hold |
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|
2024
Q1 | $29.6K | Sell |
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|
2023
Q4 | $24.8K | Hold |
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|
2023
Q3 | $22.3K | Buy |
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|
2023
Q2 | $17.1K | Hold |
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|
2023
Q1 | $18.1K | Hold |
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|
2022
Q4 | $18.6K | Hold |
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|
2022
Q3 | $14K | Hold |
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|
2022
Q2 | $15K | Hold |
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|
2022
Q1 | $15K | Hold |
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|
2021
Q4 | $13K | Buy |
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|
2018
Q3 | – | Hold |
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|
2018
Q2 | – | Hold |
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