Heritage Wealth Advisors’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
2019
Q3
Sell
-92
Closed -$4.54K 482
2019
Q2
$4.54K Hold
92
﹤0.01% 419
2019
Q1
$4.82K Buy
+92
New +$4.82K ﹤0.01% 388
2014
Q1
Sell
-7,332
Closed -$279K 69
2013
Q4
$279K Buy
+7,332
New +$279K 0.35% 52