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Lugano Financial Advisors SA (LFA)’s Phillips 66 PSX Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2021
Q1 		– Sell
-717
Closed -$50K – 120
2020
Q4 		$50K Hold
717
– – 0.04% 87
2020
Q3 		$42K Hold
717
– – 0.04% 91
2020
Q2 		$54K Hold
717
– – 0.06% 90
2020
Q1 		$66K Hold
717
– – 0.06% 99
2019
Q4 		$80K Buy
+717
New +$80.5K 0.06% 101
2019
Q2 		$76K Buy
+816
New +$73.2K 0.05% 96

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s PSX Position: Q1 2021 in Review

Lugano Financial Advisors SA (LFA) sold out of Phillips 66 (PSX) in Q1 2021, closing a stake of 717 shares — an estimated $50K sold.

Lugano Financial Advisors SA (LFA) first reported a position in PSX in Q2 2019 and held it in 6 quarters. The position peaked at $80K in Q4 2019. 1,271 funds tracked by Wall St. Rank hold PSX as of Q1 2021.

  • Lugano Financial Advisors SA (LFA) reported no remaining Phillips 66 position as of Q1 2021 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 717 Phillips 66 shares in Q1 2021, an estimated $50K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Phillips 66 in Q2 2019 and held it in 6 quarters.
  • Lugano Financial Advisors SA (LFA)'s Phillips 66 position peaked at $80K in Q4 2019.
  • 1,271 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2021.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2021, filed 27 Apr 2021.