Independent Financial Group’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
-78,648
Closed -$2.84M – 874
2021
Q4
$2.84M Sell
78,648
-6,060
-7% -$226K 0.23% 86
2021
Q3
$3.04M Sell
84,708
-20,369
-19% -$744K 0.31% 67
2021
Q2
$4.15M Buy
105,077
+26,784
+34% +$990K 0.44% 39
2021
Q1
$2.48M Buy
78,293
+58,043
+287% +$1.64M 0.32% 69
2020
Q4
$535K Buy
+20,250
New +$527K 0.08% 290

Independent Financial Group's PSXP Position: Q1 2022 in Review

Independent Financial Group sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2022, closing a stake of 78,648 shares — an estimated $2.84M sold.

Independent Financial Group first reported a position in PSXP in Q4 2020 and held it in 5 quarters. The position peaked at $4.15M in Q2 2021. 0 funds tracked by Wall St. Rank hold PSXP as of Q1 2022.

  • Independent Financial Group reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2022 after selling out during the quarter.
  • Independent Financial Group sold 78,648 PHILLIPS 66 PARTNERS LP shares in Q1 2022, an estimated $2.84M.
  • Independent Financial Group first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2020 and held it in 5 quarters.
  • Independent Financial Group's PHILLIPS 66 PARTNERS LP position peaked at $4.15M in Q2 2021.
  • 0 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2022.

Based on Independent Financial Group's 13F filing for Q1 2022, filed 12 Jun 2026.