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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Blue Bell Private Wealth Management's PSX Position: Q1 2026 in Review

Blue Bell Private Wealth Management reduced its Phillips 66 (PSX) stake by 3.6% in Q1 2026, selling an estimated $940 and leaving 160 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Blue Bell Private Wealth Management first reported a position in PSX in Q4 2021 and has held it in 18 quarters since. The position peaked at $29.6K in Q1 2024. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Blue Bell Private Wealth Management held 160 shares of Phillips 66 worth $29.1K as of Q1 2026.
  • Blue Bell Private Wealth Management sold 6 Phillips 66 shares in Q1 2026, an estimated $940.
  • Phillips 66 made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #473 holding.
  • Blue Bell Private Wealth Management first reported a position in Phillips 66 in Q4 2021 and has held it in 18 quarters since.
  • Blue Bell Private Wealth Management's Phillips 66 position peaked at $29.6K in Q1 2024.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.