Avion Wealth’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,500
Closed -$54K 445
2021
Q4
$54K Hold
1,500
0.02% 121
2021
Q3
$54K Hold
1,500
0.02% 123
2021
Q2
$59K Hold
1,500
0.02% 119
2021
Q1
$48K Hold
1,500
0.02% 121
2020
Q4
$40K Hold
1,500
0.01% 135
2020
Q3
$35K Hold
1,500
0.01% 107
2020
Q2
$54K Hold
1,500
0.02% 86
2020
Q1
$55K Buy
+1,500
New +$79.6K 0.02% 78

Avion Wealth's PSXP Position: Q1 2022 in Review

Avion Wealth sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2022, closing a stake of 1,500 shares — an estimated $54K sold.

Avion Wealth first reported a position in PSXP in Q1 2020 and held it in 8 quarters. The position peaked at $59K in Q2 2021. 0 funds tracked by Wall St. Rank hold PSXP as of Q1 2022.

  • Avion Wealth reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2022 after selling out during the quarter.
  • Avion Wealth sold 1,500 PHILLIPS 66 PARTNERS LP shares in Q1 2022, an estimated $54K.
  • Avion Wealth first reported a position in PHILLIPS 66 PARTNERS LP in Q1 2020 and held it in 8 quarters.
  • Avion Wealth's PHILLIPS 66 PARTNERS LP position peaked at $59K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2022.

Based on Avion Wealth's 13F filing for Q1 2022, filed 4 May 2022.