Bogart Wealth LLC’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $23.9K | Buy |
141
+18
| +15% | +$3.1K | ﹤0.01% | 746 |
|
|
2026
Q1 | $22.4K | Buy |
123
+1
| +0.8% | +$157 | ﹤0.01% | 690 |
|
|
2025
Q4 | $15.7K | Hold |
122
| – | – | ﹤0.01% | 739 |
|
|
2025
Q3 | $16.6K | Sell |
122
-97
| -44% | -$12.4K | ﹤0.01% | 713 |
|
|
2025
Q2 | $26.2K | Sell |
219
-33
| -13% | -$3.7K | ﹤0.01% | 576 |
|
|
2025
Q1 | $31.1K | Buy |
252
+32
| +15% | +$3.94K | ﹤0.01% | 496 |
|
|
2024
Q4 | $25.1K | Buy |
220
+120
| +120% | +$15.3K | ﹤0.01% | 538 |
|
|
2024
Q3 | $13.1K | Buy |
100
+35
| +54% | +$4.73K | ﹤0.01% | 630 |
|
|
2024
Q2 | $9.18K | Hold |
65
| – | – | ﹤0.01% | 687 |
|
|
2024
Q1 | $10.6K | Hold |
65
| – | – | ﹤0.01% | 635 |
|
|
2023
Q4 | $8.65K | Hold |
65
| – | – | ﹤0.01% | 655 |
|
|
2023
Q3 | $7.81K | Sell |
65
-1
| -2% | -$112 | ﹤0.01% | 641 |
|
|
2023
Q2 | $6.29K | Buy |
66
+65
| +6,500% | +$6.32K | ﹤0.01% | 666 |
|
|
2023
Q1 | $101 | Sell |
1
-50
| -98% | -$5.08K | ﹤0.01% | 1089 |
|
|
2022
Q4 | $5.31K | Sell |
51
-78
| -60% | -$7.98K | ﹤0.01% | 650 |
|
|
2022
Q3 | $10K | Buy |
129
+78
| +153% | +$6.65K | ﹤0.01% | 546 |
|
|
2022
Q2 | $4K | Buy |
51
+50
| +5,000% | +$4.63K | ﹤0.01% | 694 |
|
|
2022
Q1 | $0 | Sell |
1
-14
| -93% | -$1.18K | ﹤0.01% | 834 |
|
|
2021
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 722 |
|
|
2021
Q3 | $1K | Sell |
15
-139
| -90% | -$10.1K | ﹤0.01% | 695 |
|
|
2021
Q2 | $13K | Hold |
154
| – | – | ﹤0.01% | 411 |
|
|
2021
Q1 | $13K | Buy |
154
+139
| +927% | +$10.9K | ﹤0.01% | 382 |
|
|
2020
Q4 | $1K | Buy |
15
+14
| +1,400% | +$822 | ﹤0.01% | 442 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 480 |
|
|
2020
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 464 |
|
|
2020
Q1 | $0 | Sell |
1
-1
| -50% | -$81 | ﹤0.01% | 452 |
|
|
2019
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 403 |
|
|
2019
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 376 |
|
|
2019
Q2 | $0 | Sell |
2
-1
| -33% | -$90 | ﹤0.01% | 360 |
|
|
2019
Q1 | $0 | Sell |
3
-32
| -91% | -$3.04K | ﹤0.01% | 366 |
|
|
2018
Q4 | $3K | Buy |
+35
| New | +$3.42K | ﹤0.01% | 304 |
|
|
2018
Q3 | – | Sell |
-35
| Closed | -$3K | – | 347 |
|
|
2018
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 304 |
|
|
2018
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 299 |
|
|
2017
Q4 | $4K | Hold |
35
| – | – | ﹤0.01% | 290 |
|
|
2017
Q3 | $3K | Buy |
+35
| New | +$2.96K | ﹤0.01% | 290 |
|
Other funds holding PSX
EIM
Bogart Wealth LLC's PSX Position: Q2 2026 in Review
Bogart Wealth LLC increased its Phillips 66 (PSX) stake by 15% in Q2 2026, buying an estimated $3.1K and bringing the position to 141 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #746.
Bogart Wealth LLC first reported a position in PSX in Q3 2017 and has held it in 35 quarters since. The position peaked at $31.1K in Q1 2025. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Bogart Wealth LLC held 141 shares of Phillips 66 worth $23.9K as of Q2 2026.
- Bogart Wealth LLC bought 18 Phillips 66 shares in Q2 2026, an estimated $3.1K.
- Phillips 66 made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #746 holding.
- Bogart Wealth LLC first reported a position in Phillips 66 in Q3 2017 and has held it in 35 quarters since.
- Bogart Wealth LLC's Phillips 66 position peaked at $31.1K in Q1 2025.
- 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.