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 | |
|---|---|---|---|---|---|---|---|---|
|
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 |
|