CFM Wealth Partners’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
-21,770
Closed -$827K 189
2021
Q4
$827K Hold
21,770
0.18% 89
2021
Q3
$780K Buy
+21,770
New +$796K 0.2% 89

CFM Wealth Partners's PSXP Position: Q1 2022 in Review

CFM Wealth Partners sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2022, closing a stake of 21,770 shares — an estimated $827K sold.

CFM Wealth Partners first reported a position in PSXP in Q3 2021 and held it in 2 quarters. The position peaked at $827K in Q4 2021. 0 funds tracked by Wall St. Rank hold PSXP as of Q1 2022.

  • CFM Wealth Partners reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2022 after selling out during the quarter.
  • CFM Wealth Partners sold 21,770 PHILLIPS 66 PARTNERS LP shares in Q1 2022, an estimated $827K.
  • CFM Wealth Partners first reported a position in PHILLIPS 66 PARTNERS LP in Q3 2021 and held it in 2 quarters.
  • CFM Wealth Partners's PHILLIPS 66 PARTNERS LP position peaked at $827K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2022.

Based on CFM Wealth Partners's 13F filing for Q1 2022, filed 14 Apr 2022.