Carson Wealth (CWM LLC)’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Carson Wealth (CWM LLC)’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	-500	Closed	-$18K	–	4053
2021 Q4	$18K	Buy	+500	New	+$18.6K	﹤0.01%	2061
2021 Q2	$20K	Hold	500	–	–	﹤0.01%	1810
2021 Q1	$20K	Hold	500	–	–	﹤0.01%	1810
2020 Q4	$20K	Hold	500	–	–	﹤0.01%	1810
2020 Q3	$20K	Hold	500	–	–	﹤0.01%	1810
2020 Q2	$20K	Hold	500	–	–	﹤0.01%	1807
2020 Q1	$20K	Hold	500	–	–	﹤0.01%	1807
2019 Q4	$20K	Hold	500	–	–	﹤0.01%	1807
2019 Q3	$20K	Hold	500	–	–	﹤0.01%	1807
2019 Q2	$20K	Hold	500	–	–	﹤0.01%	1807
2019 Q1	$20K	Buy	+500	New	+$25.1K	﹤0.01%	1806

Carson Wealth (CWM LLC)'s PSXP Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2022, closing a stake of 500 shares — an estimated $18K sold.

Carson Wealth (CWM LLC) first reported a position in PSXP in Q1 2019 and held it in 11 quarters. The position peaked at $20K in Q2 2021. 0 funds tracked by Wall St. Rank hold PSXP as of Q1 2022.

Carson Wealth (CWM LLC) reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2022 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 500 PHILLIPS 66 PARTNERS LP shares in Q1 2022, an estimated $18K.
Carson Wealth (CWM LLC) first reported a position in PHILLIPS 66 PARTNERS LP in Q1 2019 and held it in 11 quarters.
Carson Wealth (CWM LLC)'s PHILLIPS 66 PARTNERS LP position peaked at $20K in Q2 2021.
0 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2022, filed 21 Apr 2022.