Summit Securities Group’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
2021
Q3
– Sell
-421,200
Closed -$15.4M – 953
2021
Q2
$16.6M Buy
+421,200
New +$15.6M 1.37% 9
2013
Q4
– Sell
-22
Closed -$1K – 679
2013
Q3
$1K Buy
+22
New +$692 ﹤0.01% 395

Summit Securities Group's PSXP Position: Q3 2021 in Review

Summit Securities Group sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q3 2021, closing a stake of 421,200 shares — an estimated $15.4M sold.

Summit Securities Group first reported a position in PSXP in Q3 2013 and held it in 2 quarters. The position peaked at $16.6M in Q2 2021. 152 funds tracked by Wall St. Rank hold PSXP as of Q3 2021.

  • Summit Securities Group reported no remaining PHILLIPS 66 PARTNERS LP position as of Q3 2021 after selling out during the quarter.
  • Summit Securities Group sold 421,200 PHILLIPS 66 PARTNERS LP shares in Q3 2021, an estimated $15.4M.
  • Summit Securities Group first reported a position in PHILLIPS 66 PARTNERS LP in Q3 2013 and held it in 2 quarters.
  • Summit Securities Group's PHILLIPS 66 PARTNERS LP position peaked at $16.6M in Q2 2021.
  • 152 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q3 2021.

Based on Summit Securities Group's 13F filing for Q3 2021, filed 20 Oct 2021.