MIM
PSXP

Morningstar Investment Management’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Morningstar Investment Management’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
-61,121
Closed -$2.21M – 51
2021
Q4 		$2.21M Sell
61,121
-528
-0.9% -$19.7K 0.33% 41
2021
Q3 		$2.23M Sell
61,649
-1,823
-3% -$66.6K 0.37% 36
2021
Q2 		$2.5M Buy
+63,472
New +$2.35M 0.28% 40

Morningstar Investment Management's PSXP Position: Q1 2022 in Review

Morningstar Investment Management sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2022, closing a stake of 61,121 shares — an estimated $2.21M sold.

Morningstar Investment Management first reported a position in PSXP in Q2 2021 and held it in 3 quarters. The position peaked at $2.5M in Q2 2021. 0 funds tracked by Wall St. Rank hold PSXP as of Q1 2022.

  • Morningstar Investment Management reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2022 after selling out during the quarter.
  • Morningstar Investment Management sold 61,121 PHILLIPS 66 PARTNERS LP shares in Q1 2022, an estimated $2.21M.
  • Morningstar Investment Management first reported a position in PHILLIPS 66 PARTNERS LP in Q2 2021 and held it in 3 quarters.
  • Morningstar Investment Management's PHILLIPS 66 PARTNERS LP position peaked at $2.5M in Q2 2021.
  • 0 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2022.

Based on Morningstar Investment Management's 13F filing for Q1 2022, filed 10 May 2022.