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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
2018
Q3 		– Sell
-4
Closed -$1K – 233
2018
Q2 		$1K Buy
+4
New +$450 ﹤0.01% 215

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Elliott Investment Management
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
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. 2,107 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.
  • 2,107 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.