BCWM
PSXP

Bartlett & Co Wealth Management’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Bartlett & Co 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
2021
Q1 		– Sell
-76
Closed -$2.01K – 1235
2020
Q4 		$2.01K Buy
+76
New +$1.98K ﹤0.01% 919

Other funds holding PSXP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bartlett & Co Wealth Management's PSXP Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2021, closing a stake of 76 shares — an estimated $2.01K sold.

Bartlett & Co Wealth Management first reported a position in PSXP in Q4 2020 and held it in 1 quarter. The position peaked at $2.01K in Q4 2020. 160 funds tracked by Wall St. Rank hold PSXP as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 76 PHILLIPS 66 PARTNERS LP shares in Q1 2021, an estimated $2.01K.
  • Bartlett & Co Wealth Management first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's PHILLIPS 66 PARTNERS LP position peaked at $2.01K in Q4 2020.
  • 160 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.