Summit Securities Group
PSXP

Summit Securities Group’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Summit Securities Group’s Portfolio PSXP Stock Details PSXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,000
Closed -$290K – 1454
2021
Q4 		$290K Buy
4,000
+3,970
+13,233% +$148K 0.01% 503
2021
Q3 		$210K Sell
30
-688
-96% -$25.1K 0.02% 627
2021
Q2 		$2.96M Buy
+718
New +$26.6K 0.25% 91
2019
Q1 		– Sell
-60
Closed -$517K – 388
2018
Q4 		$517K Buy
+60
New +$2.91K 0.04% 198

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.