LC
PSXP

Lindbrook Capital’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Lindbrook Capital’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
2020
Q3 		– Sell
-1,240
Closed -$45K – 1919
2020
Q2 		$45K Buy
1,240
+80
+7% +$3.33K 0.01% 385
2020
Q1 		$42K Sell
1,160
-80
-6% -$4.25K 0.02% 367
2019
Q4 		$76K Hold
1,240
– – 0.03% 314
2019
Q3 		$70K Hold
1,240
– – 0.03% 316
2019
Q2 		$61K Buy
1,240
+400
+48% +$20K 0.02% 354
2019
Q1 		$43K Buy
840
+20
+2% +$1K 0.02% 464
2018
Q4 		$34K Buy
+820
New +$39.8K 0.02% 462

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FRGX
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CCM
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EIP
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KACA
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CIBC Private Wealth Group
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