Beaumont Financial Advisors’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
2020 Q1	–	Sell	-4,241	Closed	-$261K	–	305
2019 Q4	$261K	Hold	4,241	–	–	0.03%	242
2019 Q3	$240K	Hold	4,241	–	–	0.02%	241
2019 Q2	$209K	Hold	4,241	–	–	0.02%	237
2019 Q1	$222K	Buy	+4,241	New	+$213K	0.02%	214
2018 Q4	–	Sell	-4,241	Closed	-$217K	–	250
2018 Q3	$217K	Hold	4,241	–	–	0.02%	209
2018 Q2	$217K	Hold	4,241	–	–	0.02%	191
2018 Q1	$203K	Hold	4,241	–	–	0.02%	194
2017 Q4	$222K	Hold	4,241	–	–	0.03%	172
2017 Q3	$223K	Sell	4,241 -143	-3%	-$6.98K	0.03%	171
2017 Q2	$217K	Buy	+4,384	New	+$222K	0.03%	169
2016 Q3	–	Sell	-4,700	Closed	-$263K	–	155
2016 Q2	$263K	Hold	4,700	–	–	0.04%	121
2016 Q1	$332K	Hold	4,700	–	–	0.05%	107
2015 Q4	$289K	Hold	4,700	–	–	0.05%	97
2015 Q3	$338K	Hold	4,700	–	–	0.05%	104
2015 Q2	$338K	Hold	4,700	–	–	0.05%	104
2015 Q1	$332K	Hold	4,700	–	–	0.01%	125
2014 Q4	$324K	Hold	4,700	–	–	0.02%	131
2014 Q3	$314K	Hold	4,700	–	–	0.02%	138
2014 Q2	$355K	Hold	4,700	–	–	0.03%	137
2014 Q1	$228K	Buy	+4,700	New	+$200K	0.02%	124