JP Morgan Private Wealth Advisors’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 |
-7,848
| Closed | -$283K | – | 2114 |
|
|
2021
Q4 | $283K | Sell |
7,848
-4,513
| -37% | -$168K | ﹤0.01% | 1766 |
|
|
2021
Q3 | $443K | Buy |
12,361
+3
| +0% | +$110 | ﹤0.01% | 1543 |
|
|
2021
Q2 | $488K | Sell |
12,358
-99
| -0.8% | -$3.66K | ﹤0.01% | 1491 |
|
|
2021
Q1 | $395K | Sell |
12,457
-814
| -6% | -$23K | ﹤0.01% | 1419 |
|
|
2020
Q4 | $350K | Buy |
13,271
+1,713
| +15% | +$44.6K | ﹤0.01% | 1437 |
|
|
2020
Q3 | $266K | Sell |
11,558
-829
| -7% | -$22.9K | ﹤0.01% | 1408 |
|
|
2020
Q2 | $446K | Buy |
12,387
+1,708
| +16% | +$71K | ﹤0.01% | 1152 |
|
|
2020
Q1 | $389K | Sell |
10,679
-2,596
| -20% | -$138K | ﹤0.01% | 1029 |
|
|
2019
Q4 | $818K | Sell |
13,275
-4,389
| -25% | -$248K | ﹤0.01% | 873 |
|
|
2019
Q3 | $1M | Sell |
17,664
-9,913
| -36% | -$531K | 0.01% | 750 |
|
|
2019
Q2 | $1.36M | Sell |
27,577
-4,608
| -14% | -$231K | 0.01% | 672 |
|
|
2019
Q1 | $1.69M | Buy |
32,185
+72
| +0.2% | +$3.61K | 0.01% | 659 |
|
|
2018
Q4 | $1.35M | Sell |
32,113
-5,135
| -14% | -$249K | 0.01% | 662 |
|
|
2018
Q3 | $1.91M | Buy |
37,248
+5,502
| +17% | +$287K | 0.01% | 641 |
|
|
2018
Q2 | $1.62M | Buy |
+31,746
| New | +$1.61M | 0.01% | 644 |
|
JP Morgan Private Wealth Advisors's PSXP Position: Q1 2022 in Review
JP Morgan Private Wealth Advisors sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2022, closing a stake of 7,848 shares — an estimated $283K sold.
JP Morgan Private Wealth Advisors first reported a position in PSXP in Q2 2018 and held it in 15 quarters. The position peaked at $1.91M in Q3 2018. 0 funds tracked by Wall St. Rank hold PSXP as of Q1 2022.
- JP Morgan Private Wealth Advisors reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2022 after selling out during the quarter.
- JP Morgan Private Wealth Advisors sold 7,848 PHILLIPS 66 PARTNERS LP shares in Q1 2022, an estimated $283K.
- JP Morgan Private Wealth Advisors first reported a position in PHILLIPS 66 PARTNERS LP in Q2 2018 and held it in 15 quarters.
- JP Morgan Private Wealth Advisors's PHILLIPS 66 PARTNERS LP position peaked at $1.91M in Q3 2018.
- 0 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2022.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.