BWA
PSXP

BDO Wealth Advisors’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

BDO Wealth Advisors’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
-101
Closed -$5K – 680
2018
Q2 		$5K Buy
101
+1
+1% +$51 ﹤0.01% 515
2018
Q1 		$5K Buy
+100
New +$5.13K ﹤0.01% 448
2017
Q3 		– Sell
-96
Closed -$5K – 586
2017
Q2 		$5K Buy
+96
New +$4.86K ﹤0.01% 437

Other funds holding PSXP

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ALPS Advisors
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 $2.79B AUM 24.88% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Energy Income Partners
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

BDO Wealth Advisors's PSXP Position: Q3 2018 in Review

BDO Wealth Advisors sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q3 2018, closing a stake of 101 shares — an estimated $5K sold.

BDO Wealth Advisors first reported a position in PSXP in Q2 2017 and held it in 3 quarters. The position peaked at $5K in Q2 2018. 159 funds tracked by Wall St. Rank hold PSXP as of Q3 2018.

  • BDO Wealth Advisors reported no remaining PHILLIPS 66 PARTNERS LP position as of Q3 2018 after selling out during the quarter.
  • BDO Wealth Advisors sold 101 PHILLIPS 66 PARTNERS LP shares in Q3 2018, an estimated $5K.
  • BDO Wealth Advisors first reported a position in PHILLIPS 66 PARTNERS LP in Q2 2017 and held it in 3 quarters.
  • BDO Wealth Advisors's PHILLIPS 66 PARTNERS LP position peaked at $5K in Q2 2018.
  • 159 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q3 2018.

Based on BDO Wealth Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.