IFAM
PSXP
Institutional & Family Asset Management’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,050
| Closed | -$182K | – | 862 |
|
|
2021
Q4 | $182K | Hold |
5,050
| – | – | 0.03% | 161 |
|
|
2021
Q3 | $181K | Hold |
5,050
| – | – | 0.03% | 186 |
|
|
2021
Q2 | $199K | Buy |
5,050
+403
| +9% | +$15.9K | 0.03% | 173 |
|
|
2021
Q1 | $147K | Sell |
4,647
-1,605
| -26% | -$50.8K | 0.03% | 218 |
|
|
2020
Q4 | $165K | Sell |
6,252
-7,000
| -53% | -$185K | 0.03% | 198 |
|
|
2020
Q3 | $305K | Sell |
13,252
-390
| -3% | -$8.98K | 0.07% | 132 |
|
|
2020
Q2 | $492K | Hold |
13,642
| – | – | 0.1% | 110 |
|
|
2020
Q1 | $497K | Buy |
13,642
+82
| +0.6% | +$2.99K | 0.11% | 106 |
|
|
2019
Q4 | $836K | Sell |
13,560
-2,333
| -15% | -$144K | 0.18% | 95 |
|
|
2019
Q3 | $900K | Buy |
15,893
+2,705
| +21% | +$153K | 0.2% | 89 |
|
|
2019
Q2 | $651K | Hold |
13,188
| – | – | 0.14% | 99 |
|
|
2019
Q1 | $690K | Buy |
13,188
+350
| +3% | +$18.3K | 0.15% | 102 |
|
|
2018
Q4 | $541K | Sell |
12,838
-440
| -3% | -$18.5K | 0.12% | 106 |
|
|
2018
Q3 | $679K | Sell |
13,278
-2,740
| -17% | -$140K | 0.13% | 103 |
|
|
2018
Q2 | $818K | Sell |
16,018
-5,810
| -27% | -$297K | 0.17% | 92 |
|
|
2018
Q1 | $1.04M | Sell |
21,828
-21,612
| -50% | -$1.03M | 0.22% | 82 |
|
|
2017
Q4 | $2.27M | Sell |
43,440
-2,195
| -5% | -$115K | 0.44% | 68 |
|
|
2017
Q3 | $2.4M | Buy |
+45,635
| New | +$2.4M | 0.48% | 68 |
|