AG
PSXP

Advisor Group’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Advisor 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
2019
Q4 		$472K Sell
7,664
-15
-0.2% -$846 ﹤0.01% 1712
2019
Q3 		$435K Buy
7,679
+1,383
+22% +$74.1K ﹤0.01% 1728
2019
Q2 		$311K Buy
6,296
+62
+1% +$3.1K ﹤0.01% 1968
2019
Q1 		$327K Buy
6,234
+199
+3% +$9.97K ﹤0.01% 1901
2018
Q4 		$252K Buy
6,035
+1,210
+25% +$58.7K ﹤0.01% 1929
2018
Q3 		$246K Buy
4,825
+288
+6% +$15K ﹤0.01% 2016
2018
Q2 		$232K Hold
4,537
– – ﹤0.01% 1861
2018
Q1 		$216K Sell
4,537
-97
-2% -$4.98K ﹤0.01% 1921
2017
Q4 		$242K Buy
4,634
+2,887
+165% +$144K ﹤0.01% 1846
2017
Q3 		$92K Buy
1,747
+294
+20% +$14.3K ﹤0.01% 2486
2017
Q2 		$72K Sell
1,453
-88
-6% -$4.46K ﹤0.01% 2571
2017
Q1 		$80K Buy
1,541
+675
+78% +$36K ﹤0.01% 2337
2016
Q4 		$42K Buy
866
+75
+9% +$3.45K ﹤0.01% 2754
2016
Q3 		$38K Sell
791
-23
-3% -$1.17K ﹤0.01% 2743
2016
Q2 		$44K Buy
+814
New +$45.7K ﹤0.01% 2523

Other funds holding PSXP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

Advisor Group's PSXP Position: Q4 2019 in Review

Advisor Group reduced its PHILLIPS 66 PARTNERS LP (PSXP) stake by 0.2% in Q4 2019, selling an estimated $846 and leaving 7,664 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

Advisor Group first reported a position in PSXP in Q2 2016 and has held it in 15 quarters since. 192 funds tracked by Wall St. Rank hold PSXP as of Q4 2019.

  • Advisor Group held 7,664 shares of PHILLIPS 66 PARTNERS LP worth $472K as of Q4 2019.
  • Advisor Group sold 15 PHILLIPS 66 PARTNERS LP shares in Q4 2019, an estimated $846.
  • PHILLIPS 66 PARTNERS LP made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1712 holding.
  • Advisor Group first reported a position in PHILLIPS 66 PARTNERS LP in Q2 2016 and has held it in 15 quarters since.
  • 192 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.