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Financial Architects (New Jersey)’s Phillips 66 PSX Stock Holding History

Financial Architects (New Jersey)’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
2019
Q2 		– Sell
-1,000
Closed -$95K – 1409
2019
Q1 		$95K Buy
+1,000
New +$95.1K 0.02% 466

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Financial Architects (New Jersey)'s PSX Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Phillips 66 (PSX) in Q3 2020, closing a stake of 758 shares — an estimated $55K sold.

Financial Architects (New Jersey) first reported a position in PSX in Q2 2013 and held it in 25 quarters. The position peaked at $292K in Q1 2018. 1,129 funds tracked by Wall St. Rank hold PSX as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Phillips 66 position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 758 Phillips 66 shares in Q3 2020, an estimated $55K.
  • Financial Architects (New Jersey) first reported a position in Phillips 66 in Q2 2013 and held it in 25 quarters.
  • Financial Architects (New Jersey)'s Phillips 66 position peaked at $292K in Q1 2018.
  • 1,129 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.