Roble Belko & Company’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 | $24K | Hold |
141
| – | – | ﹤0.01% | 261 |
|
|
2026
Q1 | $26K | Sell |
141
-20
| -12% | -$3.13K | ﹤0.01% | 248 |
|
|
2025
Q4 | $21K | Hold |
161
| – | – | ﹤0.01% | 264 |
|
|
2025
Q3 | $22K | Buy |
161
+50
| +45% | +$6.41K | ﹤0.01% | 227 |
|
|
2025
Q2 | $13K | Sell |
111
-14
| -11% | -$1.57K | ﹤0.01% | 251 |
|
|
2025
Q1 | $15K | Buy |
125
+15
| +14% | +$1.85K | ﹤0.01% | 237 |
|
|
2024
Q4 | $13K | Hold |
110
| – | – | ﹤0.01% | 232 |
|
|
2024
Q3 | $14K | Hold |
110
| – | – | ﹤0.01% | 224 |
|
|
2024
Q2 | $16K | Hold |
110
| – | – | ﹤0.01% | 219 |
|
|
2024
Q1 | $18K | Sell |
110
-52
| -32% | -$7.49K | ﹤0.01% | 220 |
|
|
2023
Q4 | $22K | Hold |
162
| – | – | ﹤0.01% | 196 |
|
|
2023
Q3 | $19K | Hold |
162
| – | – | ﹤0.01% | 186 |
|
|
2023
Q2 | $15K | Buy |
162
+52
| +47% | +$5.05K | ﹤0.01% | 199 |
|
|
2023
Q1 | $11K | Hold |
110
| – | – | ﹤0.01% | 224 |
|
|
2022
Q4 | $11K | Hold |
110
| – | – | ﹤0.01% | 250 |
|
|
2022
Q3 | $9K | Hold |
110
| – | – | ﹤0.01% | 249 |
|
|
2022
Q2 | $9K | Hold |
110
| – | – | ﹤0.01% | 246 |
|
|
2022
Q1 | $10K | Sell |
110
-32
| -23% | -$2.69K | ﹤0.01% | 291 |
|
|
2021
Q4 | $10K | Hold |
142
| – | – | ﹤0.01% | 262 |
|
|
2021
Q3 | $10K | Hold |
142
| – | – | ﹤0.01% | 242 |
|
|
2021
Q2 | $12K | Hold |
142
| – | – | ﹤0.01% | 252 |
|
|
2021
Q1 | $12K | Hold |
142
| – | – | ﹤0.01% | 243 |
|
|
2020
Q4 | $10K | Hold |
142
| – | – | ﹤0.01% | 242 |
|
|
2020
Q3 | $7K | Buy |
142
+32
| +29% | +$1.95K | ﹤0.01% | 254 |
|
|
2020
Q2 | $8K | Hold |
110
| – | – | ﹤0.01% | 266 |
|
|
2020
Q1 | $6K | Hold |
110
| – | – | ﹤0.01% | 279 |
|
|
2019
Q4 | $12K | Hold |
110
| – | – | ﹤0.01% | 252 |
|
|
2019
Q3 | $11K | Hold |
110
| – | – | ﹤0.01% | 254 |
|
|
2019
Q2 | $10K | Hold |
110
| – | – | ﹤0.01% | 259 |
|
|
2019
Q1 | $10K | Buy |
110
+90
| +450% | +$8.55K | ﹤0.01% | 226 |
|
|
2018
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 292 |
|
|
2018
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 299 |
|
|
2018
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 305 |
|
|
2018
Q1 | $2K | Buy |
+20
| New | +$1.95K | ﹤0.01% | 310 |
|
Other funds holding PSX
EIM
Roble Belko & Company's PSX Position: Q2 2026 in Review
Roble Belko & Company held its Phillips 66 (PSX) position steady in Q2 2026 at 141 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #261.
Roble Belko & Company first reported a position in PSX in Q1 2018 and has held it in 34 quarters since. The position peaked at $26K in Q1 2026. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Roble Belko & Company held 141 shares of Phillips 66 worth $24K as of Q2 2026.
- Roble Belko & Company left its Phillips 66 share count unchanged in Q2 2026.
- Phillips 66 made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #261 holding.
- Roble Belko & Company first reported a position in Phillips 66 in Q1 2018 and has held it in 34 quarters since.
- Roble Belko & Company's Phillips 66 position peaked at $26K in Q1 2026.
- 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.