Groesbeck Investment Management’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,500
| Closed | -$414K | – | 114 |
|
|
2021
Q4 | $414K | Sell |
11,500
-3,383
| -23% | -$122K | 0.53% | 59 |
|
|
2021
Q3 | $533K | Sell |
14,883
-594
| -4% | -$21.3K | 0.62% | 62 |
|
|
2021
Q2 | $611K | Hold |
15,477
| – | – | 0.78% | 51 |
|
|
2021
Q1 | $490K | Buy |
+15,477
| New | +$490K | 0.71% | 55 |
|
|
2020
Q3 | – | Sell |
-8,544
| Closed | -$308K | – | 88 |
|
|
2020
Q2 | $308K | Buy |
8,544
+1,009
| +13% | +$36.4K | 0.61% | 67 |
|
|
2020
Q1 | $275K | Buy |
+7,535
| New | +$275K | 0.74% | 55 |
|