Avalon Investment & Advisory’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Avalon Investment & Advisory’s Portfolio PSXP Stock Details PSXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-7,348	Closed	-$265K	–	349
2021 Q4	$265K	Hold	7,348	–	–	0.01%	285
2021 Q3	$263K	Hold	7,348	–	–	0.01%	319
2021 Q2	$290K	Buy	7,348 +72	+1%	+$2.66K	0.01%	326
2021 Q1	$230K	Sell	7,276 -307	-4%	-$8.69K	0.01%	330
2020 Q4	$200K	Sell	7,583 -1,532	-17%	-$39.9K	﹤0.01%	330
2020 Q3	$210K	Sell	9,115 -794	-8%	-$21.9K	﹤0.01%	313
2020 Q2	$357K	Sell	9,909 -8,836	-47%	-$367K	0.01%	261
2020 Q1	$683K	Buy	18,745 +6,747	+56%	+$358K	0.02%	237
2019 Q4	$740K	Sell	11,998 -9,385	-44%	-$530K	0.02%	250
2019 Q3	$1.21M	Buy	21,383 +1,610	+8%	+$86.3K	0.03%	231
2019 Q2	$976K	Buy	19,773 +1,266	+7%	+$63.4K	0.02%	245
2019 Q1	$969K	Buy	18,507 +715	+4%	+$35.8K	0.02%	248
2018 Q4	$749K	Buy	+17,792	New	+$863K	0.02%	251

Avalon Investment & Advisory's PSXP Position: Q1 2022 in Review

Avalon Investment & Advisory sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2022, closing a stake of 7,348 shares — an estimated $265K sold.

Avalon Investment & Advisory first reported a position in PSXP in Q4 2018 and held it in 13 quarters. The position peaked at $1.21M in Q3 2019. 0 funds tracked by Wall St. Rank hold PSXP as of Q1 2022.

Avalon Investment & Advisory reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2022 after selling out during the quarter.
Avalon Investment & Advisory sold 7,348 PHILLIPS 66 PARTNERS LP shares in Q1 2022, an estimated $265K.
Avalon Investment & Advisory first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2018 and held it in 13 quarters.
Avalon Investment & Advisory's PHILLIPS 66 PARTNERS LP position peaked at $1.21M in Q3 2019.
0 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2022.

Based on Avalon Investment & Advisory's 13F filing for Q1 2022, filed 17 May 2022.