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Risk Paradigm Group’s Phillips 66 PSX Stock Holding History

Risk Paradigm Group’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
2018
Q2 		– Sell
-1,229
Closed -$118K – 184
2018
Q1 		$118K Sell
1,229
-29,379
-96% -$2.86M 0.15% 106
2017
Q4 		$3.1M Buy
30,608
+29,379
+2,390% +$2.79M 3.32% 3
2017
Q3 		$113K Sell
1,229
-88
-7% -$7.45K 0.14% 103
2017
Q2 		$109K Sell
1,317
-214
-14% -$16.8K 0.13% 112
2017
Q1 		$121K Buy
1,531
+731
+91% +$58.9K 0.14% 96
2016
Q4 		$69.1K Hold
800
– – 0.08% 146
2016
Q3 		$64.4K Sell
800
-1,850
-70% -$144K 0.05% 160
2016
Q2 		$210K Buy
2,650
+2,350
+783% +$192K 0.29% 82
2016
Q1 		$26K Sell
300
-84
-22% -$6.83K 0.03% 160
2015
Q4 		$31.4K Buy
384
+46
+14% +$3.97K 0.04% 155
2015
Q3 		$26K Buy
338
+38
+13% +$3.02K 0.05% 134
2015
Q2 		$24.2K Hold
300
– – 0.02% 152
2015
Q1 		$23.6K Buy
+300
New +$22K 0.02% 158

Other funds holding PSX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Risk Paradigm Group's PSX Position: Q2 2018 in Review

Risk Paradigm Group sold out of Phillips 66 (PSX) in Q2 2018, closing a stake of 1,229 shares — an estimated $118K sold.

Risk Paradigm Group first reported a position in PSX in Q1 2015 and held it in 13 quarters. The position peaked at $3.1M in Q4 2017. 1,356 funds tracked by Wall St. Rank hold PSX as of Q2 2018.

  • Risk Paradigm Group reported no remaining Phillips 66 position as of Q2 2018 after selling out during the quarter.
  • Risk Paradigm Group sold 1,229 Phillips 66 shares in Q2 2018, an estimated $118K.
  • Risk Paradigm Group first reported a position in Phillips 66 in Q1 2015 and held it in 13 quarters.
  • Risk Paradigm Group's Phillips 66 position peaked at $3.1M in Q4 2017.
  • 1,356 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2018.

Based on Risk Paradigm Group's 13F filing for Q2 2018, filed 10 Aug 2018.