Advisory Services Network’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Advisory Services Network’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
2021 Q3	–	Sell	-1,615	Closed	-$64K	–	3694
2021 Q2	$64K	Buy	+1,615	New	+$59.7K	﹤0.01%	1863
2021 Q1	–	Sell	-1,615	Closed	-$43K	–	3370
2020 Q4	$43K	Sell	1,615 -1,100	-41%	-$28.6K	﹤0.01%	1758
2020 Q3	$63K	Buy	+2,715	New	+$74.9K	﹤0.01%	1479
2020 Q2	–	Sell	-1,326	Closed	-$48K	–	3158
2020 Q1	$48K	Buy	1,326 +1,100	+487%	+$58.4K	﹤0.01%	1411
2019 Q4	$14K	Hold	226	–	–	﹤0.01%	2218
2019 Q3	$11K	Hold	226	–	–	﹤0.01%	2132
2019 Q2	$11K	Buy	+226	New	+$11.3K	﹤0.01%	2130

Other funds holding PSXP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FRGX

First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advisory Services Network's PSXP Position: Q3 2021 in Review

Advisory Services Network sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q3 2021, closing a stake of 1,615 shares — an estimated $64K sold.

Advisory Services Network first reported a position in PSXP in Q2 2019 and held it in 7 quarters. The position peaked at $64K in Q2 2021. 152 funds tracked by Wall St. Rank hold PSXP as of Q3 2021.

Advisory Services Network reported no remaining PHILLIPS 66 PARTNERS LP position as of Q3 2021 after selling out during the quarter.
Advisory Services Network sold 1,615 PHILLIPS 66 PARTNERS LP shares in Q3 2021, an estimated $64K.
Advisory Services Network first reported a position in PHILLIPS 66 PARTNERS LP in Q2 2019 and held it in 7 quarters.
Advisory Services Network's PHILLIPS 66 PARTNERS LP position peaked at $64K in Q2 2021.
152 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q3 2021.

Based on Advisory Services Network's 13F filing for Q3 2021, filed 5 Nov 2021.