Sovereign Investment Advisors’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-84,259
| Closed | -$3.04M | – | 30 |
|
|
2021
Q4 | $3.04M | Hold |
84,259
| – | – | 1.18% | 20 |
|
|
2021
Q3 | $3.02M | Hold |
84,259
| – | – | 1.2% | 20 |
|
|
2021
Q2 | $3.33M | Hold |
84,259
| – | – | 1.26% | 20 |
|
|
2021
Q1 | $2.67M | Hold |
84,259
| – | – | 1.06% | 20 |
|
|
2020
Q4 | $2.23M | Hold |
84,259
| – | – | 0.9% | 22 |
|
|
2020
Q3 | $1.94M | Buy |
+84,259
| New | +$1.94M | 0.76% | 24 |
|