TA
PSXP
Tiedemann Advisors’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-15,985
| Closed | -$577K | – | 305 |
|
|
2021
Q4 | $577K | Hold |
15,985
| – | – | 0.03% | 179 |
|
|
2021
Q3 | $573K | Sell |
15,985
-2,059
| -11% | -$73.8K | 0.03% | 181 |
|
|
2021
Q2 | $712K | Hold |
18,044
| – | – | 0.03% | 201 |
|
|
2021
Q1 | $571K | Sell |
18,044
-17,640
| -49% | -$558K | 0.03% | 206 |
|
|
2020
Q4 | $942K | Sell |
35,684
-102,459
| -74% | -$2.7M | 0.05% | 158 |
|
|
2020
Q3 | $3.18M | Sell |
138,143
-100,410
| -42% | -$2.31M | 0.15% | 90 |
|
|
2020
Q2 | $8.6M | Sell |
238,553
-87,370
| -27% | -$3.15M | 0.46% | 37 |
|
|
2020
Q1 | $11.9M | Sell |
325,923
-58,478
| -15% | -$2.13M | 0.77% | 27 |
|
|
2019
Q4 | $23.7M | Sell |
384,401
-24,320
| -6% | -$1.5M | 1.14% | 20 |
|
|
2019
Q3 | $23.1M | Buy |
408,721
+20,916
| +5% | +$1.18M | 1.11% | 22 |
|
|
2019
Q2 | $19.1M | Buy |
387,805
+11,800
| +3% | +$582K | 0.96% | 25 |
|
|
2019
Q1 | $19.7M | Sell |
376,005
-1,740
| -0.5% | -$91.1K | 0.93% | 25 |
|
|
2018
Q4 | $15.9M | Buy |
377,745
+2,983
| +0.8% | +$126K | 0.81% | 35 |
|
|
2018
Q3 | $19.2M | Buy |
374,762
+5,673
| +2% | +$290K | 1.13% | 18 |
|
|
2018
Q2 | $18.8M | Sell |
369,089
-4,885
| -1% | -$249K | 1.2% | 18 |
|
|
2018
Q1 | $17.9M | Buy |
373,974
+41,090
| +12% | +$1.96M | 1.22% | 17 |
|
|
2017
Q4 | $17.4M | Buy |
332,884
+109,735
| +49% | +$5.74M | 1.33% | 21 |
|
|
2017
Q3 | $11.7M | Sell |
223,149
-57,021
| -20% | -$3M | 1.05% | 19 |
|
|
2017
Q2 | $13.8M | Buy |
280,170
+84,901
| +43% | +$4.2M | 1.01% | 19 |
|
|
2017
Q1 | $10M | Buy |
+195,269
| New | +$10M | 0.84% | 27 |
|