AWA
PSXP

Arkadios Wealth Advisors’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Arkadios Wealth Advisors’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
Q4 		– Sell
-450
Closed -$16K – 1970
2021
Q3 		$16K Hold
450
– – ﹤0.01% 1306
2021
Q2 		$17K Sell
450
-213
-32% -$7.88K ﹤0.01% 1367
2021
Q1 		$20K Buy
663
+213
+47% +$6.03K ﹤0.01% 975
2020
Q4 		$11K Hold
450
– – ﹤0.01% 941
2020
Q3 		$11.4K Buy
+450
New +$12.4K 0.01% 725

Other funds holding PSXP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Arkadios Wealth Advisors's PSXP Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q4 2021, closing a stake of 450 shares — an estimated $16K sold.

Arkadios Wealth Advisors first reported a position in PSXP in Q3 2020 and held it in 5 quarters. The position peaked at $20K in Q1 2021. 159 funds tracked by Wall St. Rank hold PSXP as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining PHILLIPS 66 PARTNERS LP position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 450 PHILLIPS 66 PARTNERS LP shares in Q4 2021, an estimated $16K.
  • Arkadios Wealth Advisors first reported a position in PHILLIPS 66 PARTNERS LP in Q3 2020 and held it in 5 quarters.
  • Arkadios Wealth Advisors's PHILLIPS 66 PARTNERS LP position peaked at $20K in Q1 2021.
  • 159 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.