BRWM
PSXP

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 – 1023
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 – 1239
2014
Q2 		$30K Buy
+400
New +$24K 0.02% 566

Other funds holding PSXP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return