BWP
PSXP

Baldwin Wealth Partners’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Baldwin Wealth Partners’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
2018
Q3 		– Sell
-2,748
Closed -$140K – 559
2018
Q2 		$140K Buy
+2,748
New +$139K 0.02% 225

Other funds holding PSXP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baldwin Wealth Partners's PSXP Position: Q3 2018 in Review

Baldwin Wealth Partners sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q3 2018, closing a stake of 2,748 shares — an estimated $140K sold.

Baldwin Wealth Partners first reported a position in PSXP in Q2 2018 and held it in 1 quarter. The position peaked at $140K in Q2 2018. 159 funds tracked by Wall St. Rank hold PSXP as of Q3 2018.

  • Baldwin Wealth Partners reported no remaining PHILLIPS 66 PARTNERS LP position as of Q3 2018 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2,748 PHILLIPS 66 PARTNERS LP shares in Q3 2018, an estimated $140K.
  • Baldwin Wealth Partners first reported a position in PHILLIPS 66 PARTNERS LP in Q2 2018 and held it in 1 quarter.
  • Baldwin Wealth Partners's PHILLIPS 66 PARTNERS LP position peaked at $140K in Q2 2018.
  • 159 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q3 2018.

Based on Baldwin Wealth Partners's 13F filing for Q3 2018, filed 26 Oct 2018.