SEC 13F Intelligence

Paragon Associates & Paragon Associates II Joint Venture / PSX

Paragon Associates & Paragon Associates II Joint Venture’s Phillips 66 Position

Does Paragon Associates & Paragon Associates II Joint Venture own Phillips 66 (PSX)? Not currently — the last reported position was 20.0K shares worth $3M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q4 2023
Shares
20.0K
% of Portfolio
+6.11%
Quarters Held
1
position exited

Position History PSX

Reported value by quarter
Q4 ’23: $3MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202320.0K$3M+6.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Paragon Associates & Paragon Associates II Joint Venture’s full portfolio or all institutional holders of PSX.