Paradigm Financial Advisors’s Phillips 66 PSX Stock Holding History

Paradigm Financial Advisors’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 Q3	–	Sell	-2,340	Closed	-$201K	–	242
2021 Q2	$201K	Buy	+2,340	New	+$198K	0.04%	204
2020 Q1	–	Sell	-2,340	Closed	-$261K	–	137
2019 Q4	$261K	Hold	2,340	–	–	0.09%	111
2019 Q3	$240K	Hold	2,340	–	–	0.09%	107
2019 Q2	$219K	Hold	2,340	–	–	0.08%	116
2019 Q1	$223K	Hold	2,340	–	–	0.08%	111
2018 Q4	$202K	Sell	2,340 -131	-5%	-$12.8K	0.09%	114
2018 Q3	$278K	Buy	2,471 +131	+6%	+$15.1K	0.11%	103
2018 Q2	$262K	Hold	2,340	–	–	0.11%	98
2018 Q1	$224K	Hold	2,340	–	–	0.1%	105
2017 Q4	$236K	Hold	2,340	–	–	0.11%	94
2017 Q3	$214K	Buy	+2,340	New	+$198K	0.1%	100
2017 Q1	–	Sell	-2,340	Closed	-$202K	–	109
2016 Q4	$202K	Buy	+2,340	New	+$195K	0.11%	98
2014 Q2	–	Sell	-9	Closed	-$1K	–	180
2014 Q1	$1K	Hold	9	–	–	﹤0.01%	255
2013 Q4	$1K	Buy	+9	New	+$600	﹤0.01%	260

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Paradigm Financial Advisors's PSX Position: Q3 2021 in Review

Paradigm Financial Advisors sold out of Phillips 66 (PSX) in Q3 2021, closing a stake of 2,340 shares — an estimated $201K sold.

Paradigm Financial Advisors first reported a position in PSX in Q4 2013 and held it in 14 quarters. The position peaked at $278K in Q3 2018. 1,236 funds tracked by Wall St. Rank hold PSX as of Q3 2021.

Paradigm Financial Advisors reported no remaining Phillips 66 position as of Q3 2021 after selling out during the quarter.
Paradigm Financial Advisors sold 2,340 Phillips 66 shares in Q3 2021, an estimated $201K.
Paradigm Financial Advisors first reported a position in Phillips 66 in Q4 2013 and held it in 14 quarters.
Paradigm Financial Advisors's Phillips 66 position peaked at $278K in Q3 2018.
1,236 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2021.

Based on Paradigm Financial Advisors's 13F filing for Q3 2021, filed 10 Nov 2021.