PFGIA
PSXP

Patriot Financial Group Insurance Agency’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Patriot Financial Group Insurance Agency’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
-300
Closed -$11K – 2322
2021
Q4 		$11K Hold
300
– – ﹤0.01% 1477
2021
Q3 		$11K Hold
300
– – ﹤0.01% 1459
2021
Q2 		$12K Hold
300
– – ﹤0.01% 1395
2021
Q1 		$10K Sell
300
-300
-50% -$8.49K ﹤0.01% 1370
2020
Q4 		$16K Hold
600
– – ﹤0.01% 1071
2020
Q3 		$14K Hold
600
– – ﹤0.01% 937
2020
Q2 		$22K Hold
600
– – 0.01% 725
2020
Q1 		$22K Hold
600
– – 0.01% 645
2019
Q4 		$37K Hold
600
– – 0.01% 538
2019
Q3 		$34K Hold
600
– – 0.02% 519
2019
Q2 		$30K Hold
600
– – 0.01% 541
2019
Q1 		$31K Buy
600
+300
+100% +$15K 0.02% 468
2018
Q4 		$13K Buy
+300
New +$14.5K 0.01% 569

Patriot Financial Group Insurance Agency's PSXP Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2022, closing a stake of 300 shares — an estimated $11K sold.

Patriot Financial Group Insurance Agency first reported a position in PSXP in Q4 2018 and held it in 13 quarters. The position peaked at $37K in Q4 2019. 0 funds tracked by Wall St. Rank hold PSXP as of Q1 2022.

  • Patriot Financial Group Insurance Agency reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 300 PHILLIPS 66 PARTNERS LP shares in Q1 2022, an estimated $11K.
  • Patriot Financial Group Insurance Agency first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2018 and held it in 13 quarters.
  • Patriot Financial Group Insurance Agency's PHILLIPS 66 PARTNERS LP position peaked at $37K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.