LF
PSXP

Lee Financial’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Lee Financial’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
-1,233
Closed -$44K – 1011
2021
Q4 		$44K Hold
1,233
– – 0.01% 270
2021
Q3 		$44K Hold
1,233
– – 0.01% 245
2021
Q2 		$49K Buy
1,233
+272
+28% +$10.1K 0.01% 233
2021
Q1 		$30K Sell
961
-447
-32% -$12.7K 0.01% 267
2020
Q4 		$37K Hold
1,408
– – 0.01% 230
2020
Q3 		$32K Sell
1,408
-904
-39% -$24.9K 0.01% 270
2020
Q2 		$83K Buy
2,312
+311
+16% +$12.9K 0.02% 159
2020
Q1 		$73K Buy
2,001
+132
+7% +$7K 0.02% 147
2019
Q4 		$115K Buy
1,869
+198
+12% +$11.2K 0.02% 146
2019
Q3 		$95K Buy
1,671
+269
+19% +$14.4K 0.02% 155
2019
Q2 		$69K Buy
+1,402
New +$70.2K 0.02% 183
2018
Q3 		– Sell
-1,281
Closed -$65K – 818
2018
Q2 		$65K Buy
1,281
+157
+14% +$7.96K 0.02% 248
2018
Q1 		$54K Buy
+1,124
New +$57.7K 0.01% 256
2017
Q1 		– Sell
-2,000
Closed -$97K – 448
2016
Q4 		$97K Buy
+2,000
New +$92.1K 0.05% 141

Lee Financial's PSXP Position: Q1 2022 in Review

Lee Financial sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2022, closing a stake of 1,233 shares — an estimated $44K sold.

Lee Financial first reported a position in PSXP in Q4 2016 and held it in 14 quarters. The position peaked at $115K in Q4 2019. 0 funds tracked by Wall St. Rank hold PSXP as of Q1 2022.

  • Lee Financial reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2022 after selling out during the quarter.
  • Lee Financial sold 1,233 PHILLIPS 66 PARTNERS LP shares in Q1 2022, an estimated $44K.
  • Lee Financial first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2016 and held it in 14 quarters.
  • Lee Financial's PHILLIPS 66 PARTNERS LP position peaked at $115K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.