AR
PSXP

Advisory Research’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Advisory Research’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
Q3 		– Sell
-1,535,191
Closed -$75.8M – 396
2019
Q2 		$75.8M Sell
1,535,191
-88,462
-5% -$4.43M 1.49% 16
2019
Q1 		$85M Sell
1,623,653
-81,425
-5% -$4.08M 1.64% 14
2018
Q4 		$71.8M Sell
1,705,078
-178,128
-9% -$8.64M 1.52% 17
2018
Q3 		$96.3M Sell
1,883,206
-313,171
-14% -$16.3M 1.58% 13
2018
Q2 		$112M Buy
2,196,377
+753,472
+52% +$38.2M 1.8% 12
2018
Q1 		$68.9M Buy
1,442,905
+128,256
+10% +$6.59M 1.24% 15
2017
Q4 		$68.8M Sell
1,314,649
-60,902
-4% -$3.03M 1.14% 17
2017
Q3 		$72.3M Sell
1,375,551
-134,460
-9% -$6.56M 1.15% 19
2017
Q2 		$74.6M Buy
1,510,011
+349,664
+30% +$17.7M 1.18% 18
2017
Q1 		$59.6M Buy
1,160,347
+49,092
+4% +$2.62M 0.88% 28
2016
Q4 		$54.1M Buy
1,111,255
+28,871
+3% +$1.33M 0.8% 35
2016
Q3 		$52.6M Buy
1,082,384
+157,270
+17% +$7.98M 0.86% 36
2016
Q2 		$51.7M Buy
925,114
+90,621
+11% +$5.09M 0.89% 32
2016
Q1 		$52.2M Sell
834,493
-133,907
-14% -$7.8M 0.99% 34
2015
Q4 		$59.5M Buy
968,400
+32,786
+4% +$1.9M 0.9% 37
2015
Q3 		$46.1M Buy
935,614
+38,364
+4% +$2.23M 0.66% 51
2015
Q2 		$64.6M Buy
897,250
+456,760
+104% +$32.9M 0.73% 34
2015
Q1 		$31.1M Buy
440,490
+16,115
+4% +$1.16M 0.34% 74
2014
Q4 		$29.3M Buy
424,375
+285,660
+206% +$18.6M 0.3% 81
2014
Q3 		$9.26M Buy
+138,715
New +$9.77M 0.09% 150

Other funds holding PSXP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 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 $786B AUM 40.34% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Advisory Research's PSXP Position: Q3 2019 in Review

Advisory Research sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q3 2019, closing a stake of 1,535,191 shares — an estimated $75.8M sold.

Advisory Research first reported a position in PSXP in Q3 2014 and held it in 20 quarters. The position peaked at $112M in Q2 2018. 184 funds tracked by Wall St. Rank hold PSXP as of Q3 2019.

  • Advisory Research reported no remaining PHILLIPS 66 PARTNERS LP position as of Q3 2019 after selling out during the quarter.
  • Advisory Research sold 1,535,191 PHILLIPS 66 PARTNERS LP shares in Q3 2019, an estimated $75.8M.
  • Advisory Research first reported a position in PHILLIPS 66 PARTNERS LP in Q3 2014 and held it in 20 quarters.
  • Advisory Research's PHILLIPS 66 PARTNERS LP position peaked at $112M in Q2 2018.
  • 184 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q3 2019.

Based on Advisory Research's 13F filing for Q3 2019, filed 12 Nov 2019.