CAPTRUST 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $98K | Buy |
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|
2021
Q3 | $95K | Sell |
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|
2021
Q2 | $361K | Buy |
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|
2021
Q1 | $84K | Hold |
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|
2020
Q4 | $70K | Sell |
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|
2020
Q3 | $77K | Sell |
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|
2020
Q2 | $139K | Sell |
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|
2020
Q1 | $224K | Sell |
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|
2019
Q4 | $637K | Buy |
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|
2019
Q3 | $420K | Buy |
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|
2019
Q2 | $289K | Sell |
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|
2019
Q1 | $849K | Buy |
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|
2018
Q4 | $44K | Hold |
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|
2018
Q3 | $53K | Sell |
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|
2018
Q2 | $90K | Buy |
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|
2018
Q1 | $61K | Sell |
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|
2017
Q4 | $159K | Buy |
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