MSFP
PSXP

Mark Sheptoff Financial Planning’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Mark Sheptoff Financial Planning’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
-500
Closed -$18K – 501
2021
Q4 		$18K Hold
500
– – 0.01% 266
2021
Q3 		$18K Hold
500
– – 0.01% 255
2021
Q2 		$20K Sell
500
-200
-29% -$7.4K 0.01% 273
2021
Q1 		$22K Hold
700
– – 0.01% 226
2020
Q4 		$18K Hold
700
– – 0.01% 231
2020
Q3 		$16K Hold
700
– – 0.01% 206
2020
Q2 		$25K Hold
700
– – 0.02% 183
2020
Q1 		$26K Hold
700
– – 0.02% 169
2019
Q4 		$43K Hold
700
– – 0.03% 162
2019
Q3 		$40K Hold
700
– – 0.03% 161
2019
Q2 		$35K Hold
700
– – 0.02% 178
2019
Q1 		$37K Hold
700
– – 0.03% 170
2018
Q4 		$29K Buy
+700
New +$33.9K 0.02% 169

Mark Sheptoff Financial Planning's PSXP Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2022, closing a stake of 500 shares — an estimated $18K sold.

Mark Sheptoff Financial Planning first reported a position in PSXP in Q4 2018 and held it in 13 quarters. The position peaked at $43K in Q4 2019. 0 funds tracked by Wall St. Rank hold PSXP as of Q1 2022.

  • Mark Sheptoff Financial Planning reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 500 PHILLIPS 66 PARTNERS LP shares in Q1 2022, an estimated $18K.
  • Mark Sheptoff Financial Planning first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2018 and held it in 13 quarters.
  • Mark Sheptoff Financial Planning's PHILLIPS 66 PARTNERS LP position peaked at $43K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.