LPL Financial’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 |
-47,519
| Closed | -$1.71M | – | 4500 |
|
|
2021
Q4 | $1.71M | Buy |
47,519
+462
| +1% | +$17.2K | ﹤0.01% | 2208 |
|
|
2021
Q3 | $1.69M | Sell |
47,057
-3,670
| -7% | -$134K | ﹤0.01% | 2181 |
|
|
2021
Q2 | $2M | Sell |
50,727
-8,155
| -14% | -$302K | ﹤0.01% | 1978 |
|
|
2021
Q1 | $1.86M | Buy |
58,882
+49,460
| +525% | +$1.4M | ﹤0.01% | 1894 |
|
|
2020
Q4 | $249K | Sell |
9,422
-486
| -5% | -$12.6K | ﹤0.01% | 3359 |
|
|
2020
Q3 | $228K | Buy |
9,908
+2,147
| +28% | +$59.2K | ﹤0.01% | 3105 |
|
|
2020
Q2 | $280K | Buy |
7,761
+609
| +9% | +$25.3K | ﹤0.01% | 2886 |
|
|
2020
Q1 | $261K | Buy |
7,152
+297
| +4% | +$15.8K | ﹤0.01% | 2608 |
|
|
2019
Q4 | $423K | Buy |
6,855
+1,029
| +18% | +$58.1K | ﹤0.01% | 2513 |
|
|
2019
Q3 | $330K | Sell |
5,826
-4,214
| -42% | -$226K | ﹤0.01% | 2596 |
|
|
2019
Q2 | $495K | Buy |
10,040
+1,869
| +23% | +$93.6K | ﹤0.01% | 2297 |
|
|
2019
Q1 | $428K | Buy |
8,171
+667
| +9% | +$33.4K | ﹤0.01% | 2349 |
|
|
2018
Q4 | $316K | Buy |
+7,504
| New | +$364K | ﹤0.01% | 2424 |
|
|
2018
Q3 | – | Sell |
-4,388
| Closed | -$224K | – | 3383 |
|
|
2018
Q2 | $224K | Buy |
+4,388
| New | +$222K | ﹤0.01% | 2898 |
|
LPL Financial's PSXP Position: Q1 2022 in Review
LPL Financial sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2022, closing a stake of 47,519 shares — an estimated $1.71M sold.
LPL Financial first reported a position in PSXP in Q2 2018 and held it in 14 quarters. The position peaked at $2M in Q2 2021. 0 funds tracked by Wall St. Rank hold PSXP as of Q1 2022.
- LPL Financial reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2022 after selling out during the quarter.
- LPL Financial sold 47,519 PHILLIPS 66 PARTNERS LP shares in Q1 2022, an estimated $1.71M.
- LPL Financial first reported a position in PHILLIPS 66 PARTNERS LP in Q2 2018 and held it in 14 quarters.
- LPL Financial's PHILLIPS 66 PARTNERS LP position peaked at $2M in Q2 2021.
- 0 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2022.
Based on LPL Financial's 13F filing for Q1 2022, filed 16 May 2022.