J.P. Morgan Private Wealth Advisors’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 |
-7,848
| Closed | -$283K | – | 2114 |
|
|
2021
Q4 | $283K | Sell |
7,848
-4,513
| -37% | -$163K | ﹤0.01% | 1766 |
|
|
2021
Q3 | $443K | Buy |
12,361
+3
| +0% | +$108 | ﹤0.01% | 1543 |
|
|
2021
Q2 | $488K | Sell |
12,358
-99
| -0.8% | -$3.91K | ﹤0.01% | 1491 |
|
|
2021
Q1 | $395K | Sell |
12,457
-814
| -6% | -$25.8K | ﹤0.01% | 1419 |
|
|
2020
Q4 | $350K | Buy |
13,271
+1,713
| +15% | +$45.2K | ﹤0.01% | 1437 |
|
|
2020
Q3 | $266K | Sell |
11,558
-829
| -7% | -$19.1K | ﹤0.01% | 1408 |
|
|
2020
Q2 | $446K | Buy |
12,387
+1,708
| +16% | +$61.5K | ﹤0.01% | 1152 |
|
|
2020
Q1 | $389K | Sell |
10,679
-2,596
| -20% | -$94.6K | ﹤0.01% | 1029 |
|
|
2019
Q4 | $818K | Sell |
13,275
-4,389
| -25% | -$270K | ﹤0.01% | 873 |
|
|
2019
Q3 | $1M | Sell |
17,664
-9,913
| -36% | -$561K | 0.01% | 750 |
|
|
2019
Q2 | $1.36M | Sell |
27,577
-4,608
| -14% | -$227K | 0.01% | 672 |
|
|
2019
Q1 | $1.69M | Buy |
32,185
+72
| +0.2% | +$3.77K | 0.01% | 659 |
|
|
2018
Q4 | $1.35M | Sell |
32,113
-5,135
| -14% | -$216K | 0.01% | 662 |
|
|
2018
Q3 | $1.91M | Buy |
37,248
+5,502
| +17% | +$281K | 0.01% | 641 |
|
|
2018
Q2 | $1.62M | Buy |
+31,746
| New | +$1.62M | 0.01% | 644 |
|