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

Rockbridge 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	-1,287	Closed	-$46K	–	871
2021 Q4	$46K	Buy	1,287 +1,081	+525%	+$40.3K	0.01%	361
2021 Q3	$7K	Buy	206 +200	+3,333%	+$7.31K	﹤0.01%	577
2021 Q2	$0	Buy	+6	New	+$222	﹤0.01%	778

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

Rockbridge Investment Management sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2022, closing a stake of 1,287 shares — an estimated $46K sold.

Rockbridge Investment Management first reported a position in PSXP in Q2 2021 and held it in 3 quarters. The position peaked at $46K in Q4 2021. 0 funds tracked by Wall St. Rank hold PSXP as of Q1 2022.

Rockbridge Investment Management reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2022 after selling out during the quarter.
Rockbridge Investment Management sold 1,287 PHILLIPS 66 PARTNERS LP shares in Q1 2022, an estimated $46K.
Rockbridge Investment Management first reported a position in PHILLIPS 66 PARTNERS LP in Q2 2021 and held it in 3 quarters.
Rockbridge Investment Management's PHILLIPS 66 PARTNERS LP position peaked at $46K in Q4 2021.
0 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2022.

Based on Rockbridge Investment Management's 13F filing for Q1 2022, filed 28 May 2024.