LWCFA
PSXP

Loring Wolcott & Coolidge Fiduciary Advisors’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio PSXP Stock Details PSXP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,000
Closed -$72K – 744
2021
Q4 		$72K Hold
2,000
– – ﹤0.01% 427
2021
Q3 		$72K Hold
2,000
– – ﹤0.01% 424
2021
Q2 		$79K Buy
+2,000
New +$79K ﹤0.01% 428