Stokes Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,895
| Closed | -$248K | – | 73 |
|
|
2020
Q2 | $248K | Buy |
6,895
+1,250
| +22% | +$45K | 0.13% | 66 |
|
|
2020
Q1 | $206K | Hold |
5,645
| – | – | 0.12% | 69 |
|
|
2019
Q4 | $348K | Buy |
5,645
+850
| +18% | +$52.4K | 0.18% | 65 |
|
|
2019
Q3 | $271K | Buy |
4,795
+200
| +4% | +$11.3K | 0.15% | 72 |
|
|
2019
Q2 | $227K | Buy |
4,595
+150
| +3% | +$7.41K | 0.13% | 75 |
|
|
2019
Q1 | $233K | Buy |
+4,445
| New | +$233K | 0.14% | 77 |
|