Institutional & Family Asset Management’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 |
-5,050
| Closed | -$182K | – | 864 |
|
|
2021
Q4 | $182K | Hold |
5,050
| – | – | 0.03% | 162 |
|
|
2021
Q3 | $181K | Hold |
5,050
| – | – | 0.03% | 187 |
|
|
2021
Q2 | $199K | Buy |
5,050
+403
| +9% | +$14.9K | 0.03% | 174 |
|
|
2021
Q1 | $147K | Sell |
4,647
-1,605
| -26% | -$45.4K | 0.03% | 219 |
|
|
2020
Q4 | $165K | Sell |
6,252
-7,000
| -53% | -$182K | 0.03% | 199 |
|
|
2020
Q3 | $305K | Sell |
13,252
-390
| -3% | -$10.8K | 0.07% | 134 |
|
|
2020
Q2 | $492K | Hold |
13,642
| – | – | 0.1% | 111 |
|
|
2020
Q1 | $497K | Buy |
13,642
+82
| +0.6% | +$4.35K | 0.11% | 108 |
|
|
2019
Q4 | $836K | Sell |
13,560
-2,333
| -15% | -$132K | 0.18% | 96 |
|
|
2019
Q3 | $900K | Buy |
15,893
+2,705
| +21% | +$145K | 0.2% | 90 |
|
|
2019
Q2 | $651K | Hold |
13,188
| – | – | 0.14% | 100 |
|
|
2019
Q1 | $690K | Buy |
13,188
+350
| +3% | +$17.5K | 0.15% | 103 |
|
|
2018
Q4 | $541K | Sell |
12,838
-440
| -3% | -$21.3K | 0.12% | 107 |
|
|
2018
Q3 | $679K | Sell |
13,278
-2,740
| -17% | -$143K | 0.13% | 104 |
|
|
2018
Q2 | $818K | Sell |
16,018
-5,810
| -27% | -$294K | 0.17% | 93 |
|
|
2018
Q1 | $1.04M | Sell |
21,828
-21,612
| -50% | -$1.11M | 0.22% | 83 |
|
|
2017
Q4 | $2.27M | Sell |
43,440
-2,195
| -5% | -$109K | 0.44% | 69 |
|
|
2017
Q3 | $2.4M | Buy |
+45,635
| New | +$2.23M | 0.48% | 69 |
|
Institutional & Family Asset Management's PSXP Position: Q1 2022 in Review
Institutional & Family Asset Management sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2022, closing a stake of 5,050 shares — an estimated $182K sold.
Institutional & Family Asset Management first reported a position in PSXP in Q3 2017 and held it in 18 quarters. The position peaked at $2.4M in Q3 2017. 0 funds tracked by Wall St. Rank hold PSXP as of Q1 2022.
- Institutional & Family Asset Management reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2022 after selling out during the quarter.
- Institutional & Family Asset Management sold 5,050 PHILLIPS 66 PARTNERS LP shares in Q1 2022, an estimated $182K.
- Institutional & Family Asset Management first reported a position in PHILLIPS 66 PARTNERS LP in Q3 2017 and held it in 18 quarters.
- Institutional & Family Asset Management's PHILLIPS 66 PARTNERS LP position peaked at $2.4M in Q3 2017.
- 0 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2022.
Based on Institutional & Family Asset Management's 13F filing for Q1 2022, filed 11 May 2022.