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

Bartlett & Co’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	-$2K	–	1223
2020 Q4	$2K	Buy	+76	New	+$1.98K	﹤0.01%	955

Other funds holding PSXP

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 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 Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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 New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bartlett & Co sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2021, closing a stake of 76 shares — an estimated $2K sold.

Bartlett & Co first reported a position in PSXP in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 160 funds tracked by Wall St. Rank hold PSXP as of Q1 2021.

Bartlett & Co reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2021 after selling out during the quarter.
Bartlett & Co sold 76 PHILLIPS 66 PARTNERS LP shares in Q1 2021, an estimated $2K.
Bartlett & Co first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2020 and held it in 1 quarter.
Bartlett & Co's PHILLIPS 66 PARTNERS LP position peaked at $2K in Q4 2020.
160 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2021.

Based on Bartlett & Co's 13F filing for Q1 2021, filed 19 Apr 2021.