AWM
PSXP

Avior Wealth Management’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Avior Wealth Management’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
2020
Q4 		– Sell
-5,240
Closed -$120K – 1134
2020
Q3 		$120K Sell
5,240
-3,520
-40% -$97.1K 0.02% 429
2020
Q2 		$315K Buy
8,760
+1,010
+13% +$42K 0.05% 324
2020
Q1 		$282K Buy
7,750
+705
+10% +$37.4K 0.06% 284
2019
Q4 		$434K Buy
7,045
+872
+14% +$49.2K 0.07% 255
2019
Q3 		$349K Buy
6,173
+1,183
+24% +$63.4K 0.06% 265
2019
Q2 		$246K Hold
4,990
– – 0.04% 329
2019
Q1 		$261K Sell
4,990
-321
-6% -$16.1K 0.06% 308
2018
Q4 		$223K Hold
5,311
– – 0.05% 294
2018
Q3 		$272K Hold
5,311
– – 0.06% 284
2018
Q2 		$271K Buy
5,311
+541
+11% +$27.4K 0.06% 263
2018
Q1 		$228K Hold
4,770
– – 0.05% 285
2017
Q4 		$250K Buy
4,770
+4,485
+1,574% +$223K 0.06% 281
2017
Q3 		$15K Hold
285
– – ﹤0.01% 300
2017
Q2 		$14K Hold
285
– – 0.01% 290
2017
Q1 		$15K Hold
285
– – 0.01% 324
2016
Q4 		$14K Hold
285
– – 0.01% 314
2016
Q3 		$14K Buy
285
+70
+33% +$3.55K 0.01% 325
2016
Q2 		$12K Buy
215
+31
+17% +$1.74K 0.01% 324
2016
Q1 		$12K Hold
184
– – 0.01% 336
2015
Q4 		$11K Hold
184
– – 0.01% 316
2015
Q3 		$9K Buy
184
+61
+50% +$3.54K 0.01% 292
2015
Q2 		$9K Buy
+123
New +$8.87K 0.01% 273

Other funds holding PSXP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Avior Wealth Management's PSXP Position: Q4 2020 in Review

Avior Wealth Management sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q4 2020, closing a stake of 5,240 shares — an estimated $120K sold.

Avior Wealth Management first reported a position in PSXP in Q2 2015 and held it in 22 quarters. The position peaked at $434K in Q4 2019. 156 funds tracked by Wall St. Rank hold PSXP as of Q4 2020.

  • Avior Wealth Management reported no remaining PHILLIPS 66 PARTNERS LP position as of Q4 2020 after selling out during the quarter.
  • Avior Wealth Management sold 5,240 PHILLIPS 66 PARTNERS LP shares in Q4 2020, an estimated $120K.
  • Avior Wealth Management first reported a position in PHILLIPS 66 PARTNERS LP in Q2 2015 and held it in 22 quarters.
  • Avior Wealth Management's PHILLIPS 66 PARTNERS LP position peaked at $434K in Q4 2019.
  • 156 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2020.

Based on Avior Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.