Independent Financial Group’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Independent Financial Group’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	-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.