Northeast Financial Consultants’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
-74,700
Closed -$2.69M – 409
2021
Q4
$2.69M Hold
74,700
– – 0.16% 75
2021
Q3
$2.68M Hold
74,700
– – 0.18% 75
2021
Q2
$2.95M Hold
74,700
– – 0.2% 74
2021
Q1
$2.37M Hold
74,700
– – 0.18% 78
2020
Q4
$1.97M Sell
74,700
-20,000
-21% -$520K 0.16% 84
2020
Q3
$2.18M Buy
94,700
+20,000
+27% +$552K 0.2% 73
2020
Q2
$2.69M Hold
74,700
– – 0.26% 55
2020
Q1
$2.72M Hold
74,700
– – 0.31% 56
2019
Q4
$4.61M Hold
74,700
– – 0.41% 50
2019
Q3
$4.23M Buy
+74,700
New +$4M 0.43% 50
2019
Q2
– Hold
0
– – – 50
2019
Q1
– Hold
0
– – – 45
2018
Q4
– Hold
0
– – – 48
2018
Q3
– Sell
-10,000
Closed -$510K – 184
2018
Q2
$510K Hold
10,000
– – 0.16% 84
2018
Q1
$477K Hold
10,000
– – 0.16% 92
2017
Q4
$523K Buy
+10,000
New +$498K 0.17% 89

Northeast Financial Consultants's PSXP Position: Q1 2022 in Review

Northeast Financial Consultants sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2022, closing a stake of 74,700 shares — an estimated $2.69M sold.

Northeast Financial Consultants first reported a position in PSXP in Q4 2017 and held it in 13 quarters. The position peaked at $4.61M in Q4 2019. 0 funds tracked by Wall St. Rank hold PSXP as of Q1 2022.

  • Northeast Financial Consultants reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2022 after selling out during the quarter.
  • Northeast Financial Consultants sold 74,700 PHILLIPS 66 PARTNERS LP shares in Q1 2022, an estimated $2.69M.
  • Northeast Financial Consultants first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2017 and held it in 13 quarters.
  • Northeast Financial Consultants's PHILLIPS 66 PARTNERS LP position peaked at $4.61M in Q4 2019.
  • 0 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2022.

Based on Northeast Financial Consultants's 13F filing for Q1 2022, filed 12 May 2022.