Position in PSX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$24,005
-$5,143 QoQ
Shares Held
142
-11.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,951
of 2,093 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $38,025 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (63.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
142 | $24,005 | |
| 2 | PARR |
Par Pacific Holdings, Inc.
|
250 | $14,020 |
All Filings in PSX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,005 | 142 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $29,148 | 160 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $21,420 | 166 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $22,579 | 166 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $18,849 | 158 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $19,509 | 158 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $16,519 | 145 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $19,060 | 145 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $25,551 | 181 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $29,564 | 181 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $24,764 | 186 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $22,347 | 186 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $17,073 | 179 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $18,147 | 179 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $18,630 | 179 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $14,448 | 179 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $14,676 | 179 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $15,463 | 179 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $12,970 | 179 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||