Summit Securities Group’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 | – | Hold |
0
| – | – | – | 996 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 593 |
|
|
2021
Q3 | – | Sell |
-421,200
| Closed | -$16.6M | – | 557 |
|
|
2021
Q2 | $16.6M | Buy |
+421,200
| New | +$16.6M | 1.37% | 2 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 474 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 252 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 255 |
|
|
2013
Q4 | – | Sell |
-22
| Closed | -$1K | – | 559 |
|
|
2013
Q3 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 297 |
|