Geneos Wealth Management
PSXP

Geneos Wealth Management’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Geneos Wealth Management’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
-4,838
Closed -$174K – 3083
2021
Q4 		$174K Sell
4,838
-33
-0.7% -$1.23K 0.01% 929
2021
Q3 		$178K Buy
4,871
+8
+0.2% +$292 0.01% 911
2021
Q2 		$196K Buy
4,863
+8
+0.2% +$296 0.01% 850
2021
Q1 		$167K Hold
4,855
– – ﹤0.01% 1059
2020
Q4 		$150K Buy
4,855
+3,421
+239% +$89K 0.01% 954
2020
Q3 		$31K Buy
1,434
+8
+0.6% +$221 ﹤0.01% 1460
2020
Q2 		$50K Buy
1,426
+6
+0.4% +$250 ﹤0.01% 1217
2020
Q1 		$48K Buy
1,420
+4
+0.3% +$212 ﹤0.01% 1132
2019
Q4 		$88K Buy
1,416
+4
+0.3% +$226 ﹤0.01% 997
2019
Q3 		$79K Buy
1,412
+5
+0.4% +$268 ﹤0.01% 987
2019
Q2 		$69K Buy
1,407
+4
+0.3% +$200 ﹤0.01% 1052
2019
Q1 		$73K Buy
1,403
+5
+0.4% +$251 ﹤0.01% 983
2018
Q4 		$58K Buy
1,398
+4
+0.3% +$194 ﹤0.01% 1031
2018
Q3 		$71K Buy
1,394
+3
+0.2% +$157 ﹤0.01% 1020
2018
Q2 		$71K Buy
1,391
+4
+0.3% +$203 0.01% 906
2018
Q1 		$66K Buy
1,387
+3
+0.2% +$154 0.01% 899
2017
Q4 		$72K Buy
1,384
+3
+0.2% +$149 0.01% 864
2017
Q3 		$72K Buy
1,381
+3
+0.2% +$146 0.01% 818
2017
Q2 		$68K Buy
1,378
+3
+0.2% +$152 0.01% 822
2017
Q1 		$70K Buy
1,375
+2
+0.1% +$107 0.01% 772
2016
Q4 		$66K Sell
1,373
-261
-16% -$12K 0.01% 736
2016
Q3 		$79K Buy
1,634
+3
+0.2% +$152 0.01% 658
2016
Q2 		$89K Buy
1,631
+135
+9% +$7.58K 0.01% 628
2016
Q1 		$94K Buy
+1,496
New +$87.1K 0.01% 606

Geneos Wealth Management's PSXP Position: Q1 2022 in Review

Geneos Wealth Management sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2022, closing a stake of 4,838 shares — an estimated $174K sold.

Geneos Wealth Management first reported a position in PSXP in Q1 2016 and held it in 24 quarters. The position peaked at $196K in Q2 2021. 0 funds tracked by Wall St. Rank hold PSXP as of Q1 2022.

  • Geneos Wealth Management reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 4,838 PHILLIPS 66 PARTNERS LP shares in Q1 2022, an estimated $174K.
  • Geneos Wealth Management first reported a position in PHILLIPS 66 PARTNERS LP in Q1 2016 and held it in 24 quarters.
  • Geneos Wealth Management's PHILLIPS 66 PARTNERS LP position peaked at $196K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2022.

Based on Geneos Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.