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.