WJWM
PSXP
Williams Jones Wealth Management’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 |
-6,000
| Closed | -$216K | – | 551 |
|
|
2021
Q4 | $216K | Hold |
6,000
| – | – | ﹤0.01% | 455 |
|
|
2021
Q3 | $215K | Buy |
6,000
+350
| +6% | +$12.5K | ﹤0.01% | 450 |
|
|
2021
Q2 | $223K | Buy |
+5,650
| New | +$223K | ﹤0.01% | 452 |
|
|
2020
Q3 | – | Sell |
-6,275
| Closed | -$226K | – | 464 |
|
|
2020
Q2 | $226K | Sell |
6,275
-1,400
| -18% | -$50.4K | ﹤0.01% | 360 |
|
|
2020
Q1 | $280K | Sell |
7,675
-240
| -3% | -$8.76K | 0.01% | 301 |
|
|
2019
Q4 | $488K | Sell |
7,915
-2,735
| -26% | -$169K | 0.01% | 280 |
|
|
2019
Q3 | $603K | Buy |
+10,650
| New | +$603K | 0.01% | 249 |
|