B. Riley Wealth Management’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

B. Riley 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 Q2	–	Sell	-37,291	Closed	-$1.36M	–	587
2020 Q1	$1.36M	Buy	+37,291	New	+$1.98M	0.14%	138
2015 Q3	–	Sell	-500	Closed	-$36K	–	1019
2015 Q2	$36K	Buy	500 +150	+43%	+$10.8K	0.03%	489
2015 Q1	$24K	Buy	+350	New	+$25.2K	0.02%	565
2014 Q3	–	Sell	-400	Closed	-$30K	–	1228
2014 Q2	$30K	Buy	+400	New	+$24K	0.02%	566

Other funds holding PSXP

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

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 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

B. Riley Wealth Management's PSXP Position: Q2 2020 in Review

B. Riley Wealth Management sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q2 2020, closing a stake of 37,291 shares — an estimated $1.36M sold.

B. Riley Wealth Management first reported a position in PSXP in Q2 2014 and held it in 4 quarters. The position peaked at $1.36M in Q1 2020. 166 funds tracked by Wall St. Rank hold PSXP as of Q2 2020.

B. Riley Wealth Management reported no remaining PHILLIPS 66 PARTNERS LP position as of Q2 2020 after selling out during the quarter.
B. Riley Wealth Management sold 37,291 PHILLIPS 66 PARTNERS LP shares in Q2 2020, an estimated $1.36M.
B. Riley Wealth Management first reported a position in PHILLIPS 66 PARTNERS LP in Q2 2014 and held it in 4 quarters.
B. Riley Wealth Management's PHILLIPS 66 PARTNERS LP position peaked at $1.36M in Q1 2020.
166 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q2 2020.

Based on B. Riley Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.