WJWM
PSXP

Williams Jones Wealth Management’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Williams Jones Wealth Management’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
-6,000
Closed -$216K – 551
2021
Q4 		$216K Hold
6,000
– – ﹤0.01% 455
2021
Q3 		$215K Buy
6,000
+350
+6% +$12.8K ﹤0.01% 450
2021
Q2 		$223K Buy
+5,650
New +$209K ﹤0.01% 452
2020
Q3 		– Sell
-6,275
Closed -$226K – 464
2020
Q2 		$226K Sell
6,275
-1,400
-18% -$58.2K ﹤0.01% 360
2020
Q1 		$280K Sell
7,675
-240
-3% -$12.7K 0.01% 301
2019
Q4 		$488K Sell
7,915
-2,735
-26% -$154K 0.01% 280
2019
Q3 		$603K Buy
+10,650
New +$571K 0.01% 249

Williams Jones Wealth Management's PSXP Position: Q1 2022 in Review

Williams Jones Wealth Management sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2022, closing a stake of 6,000 shares — an estimated $216K sold.

Williams Jones Wealth Management first reported a position in PSXP in Q3 2019 and held it in 7 quarters. The position peaked at $603K in Q3 2019. 0 funds tracked by Wall St. Rank hold PSXP as of Q1 2022.

  • Williams Jones Wealth Management reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2022 after selling out during the quarter.
  • Williams Jones Wealth Management sold 6,000 PHILLIPS 66 PARTNERS LP shares in Q1 2022, an estimated $216K.
  • Williams Jones Wealth Management first reported a position in PHILLIPS 66 PARTNERS LP in Q3 2019 and held it in 7 quarters.
  • Williams Jones Wealth Management's PHILLIPS 66 PARTNERS LP position peaked at $603K in Q3 2019.
  • 0 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2022.

Based on Williams Jones Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.