Sovereign Investment Advisors’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
-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 +$2.32M 0.76% 24

Sovereign Investment Advisors's PSXP Position: Q1 2022 in Review

Sovereign Investment Advisors sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2022, closing a stake of 84,259 shares — an estimated $3.04M sold.

Sovereign Investment Advisors first reported a position in PSXP in Q3 2020 and held it in 6 quarters. The position peaked at $3.33M in Q2 2021. 0 funds tracked by Wall St. Rank hold PSXP as of Q1 2022.

  • Sovereign Investment Advisors reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2022 after selling out during the quarter.
  • Sovereign Investment Advisors sold 84,259 PHILLIPS 66 PARTNERS LP shares in Q1 2022, an estimated $3.04M.
  • Sovereign Investment Advisors first reported a position in PHILLIPS 66 PARTNERS LP in Q3 2020 and held it in 6 quarters.
  • Sovereign Investment Advisors's PHILLIPS 66 PARTNERS LP position peaked at $3.33M in Q2 2021.
  • 0 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2022.

Based on Sovereign Investment Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.