EWM
PSXP
Evercore Wealth Management’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-15,000
| Closed | -$592K | – | 440 |
|
|
2021
Q2 | $592K | Hold |
15,000
| – | – | 0.01% | 277 |
|
|
2021
Q1 | $475K | Hold |
15,000
| – | – | 0.01% | 298 |
|
|
2020
Q4 | $396K | Hold |
15,000
| – | – | 0.01% | 316 |
|
|
2020
Q3 | $346K | Hold |
15,000
| – | – | 0.01% | 303 |
|
|
2020
Q2 | $541K | Buy |
+15,000
| New | +$541K | 0.01% | 251 |
|