Bellecapital International Ltd. PSX β€” PHILLIPS 66

Ownership history in Bellecapital International Ltd.  Β·  3 quarters on record

AI Ownership Summary

Bellecapital International Ltd. reported PHILLIPS 66 (PSX) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.32% in 2026 Q1. The latest visible filing shows PSX at 0.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PSX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bellecapital International Ltd.'s position in PHILLIPS 66, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PSX was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bellecapital International Ltd. held PSX β€” position size vs. price
% of Fund (quarterly)    PSX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 9,389 +1,853 +24.6% 0.32% $1.7M 2026-04-17 $156.37
2025 Q4 ADDED β€” β€” β€” 7,536 +4,453 +144.4% 0.17% $972K 2026-02-02 $141.08
2025 Q3 INITIATED β€” β€” β€” 3,083 β€” β€” 0.07% $419K 2025-10-17 $127.13

FAQ About Bellecapital International Ltd. and PSX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bellecapital International Ltd. reported owning PSX?

Bellecapital International Ltd. reported PSX across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported PSX position in Bellecapital International Ltd.'s portfolio?

The largest reported portfolio weight for PSX was 0.32% in 2026 Q1.

What is the latest reported PSX position on this page?

The most recent filing on this page is 2026 Q1, when Bellecapital International Ltd. reported 9,389 shares, equal to 0.32% of portfolio, with an estimated market value of $1.7M.

What does the chart on this PSX ownership page compare?

The chart compares Bellecapital International Ltd.'s quarterly PSX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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