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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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 +$74K ﹤0.01% 428

Loring Wolcott & Coolidge Fiduciary Advisors's PSXP Position: Q1 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2022, closing a stake of 2,000 shares — an estimated $72K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PSXP in Q2 2021 and held it in 3 quarters. The position peaked at $79K in Q2 2021. 0 funds tracked by Wall St. Rank hold PSXP as of Q1 2022.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2022 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 2,000 PHILLIPS 66 PARTNERS LP shares in Q1 2022, an estimated $72K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PHILLIPS 66 PARTNERS LP in Q2 2021 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's PHILLIPS 66 PARTNERS LP position peaked at $79K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.