Beaumont Financial Advisors’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Beaumont Financial 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
2020 Q1	–	Sell	-4,241	Closed	-$261K	–	305
2019 Q4	$261K	Hold	4,241	–	–	0.03%	242
2019 Q3	$240K	Hold	4,241	–	–	0.02%	241
2019 Q2	$209K	Hold	4,241	–	–	0.02%	237
2019 Q1	$222K	Buy	+4,241	New	+$213K	0.02%	214
2018 Q4	–	Sell	-4,241	Closed	-$217K	–	250
2018 Q3	$217K	Hold	4,241	–	–	0.02%	209
2018 Q2	$217K	Hold	4,241	–	–	0.02%	191
2018 Q1	$203K	Hold	4,241	–	–	0.02%	194
2017 Q4	$222K	Hold	4,241	–	–	0.03%	172
2017 Q3	$223K	Sell	4,241 -143	-3%	-$6.98K	0.03%	171
2017 Q2	$217K	Buy	+4,384	New	+$222K	0.03%	169
2016 Q3	–	Sell	-4,700	Closed	-$263K	–	155
2016 Q2	$263K	Hold	4,700	–	–	0.04%	121
2016 Q1	$332K	Hold	4,700	–	–	0.05%	107
2015 Q4	$289K	Hold	4,700	–	–	0.05%	97
2015 Q3	$338K	Hold	4,700	–	–	0.05%	104
2015 Q2	$338K	Hold	4,700	–	–	0.05%	104
2015 Q1	$332K	Hold	4,700	–	–	0.01%	125
2014 Q4	$324K	Hold	4,700	–	–	0.02%	131
2014 Q3	$314K	Hold	4,700	–	–	0.02%	138
2014 Q2	$355K	Hold	4,700	–	–	0.03%	137
2014 Q1	$228K	Buy	+4,700	New	+$200K	0.02%	124

Other funds holding PSXP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BPSG

Brookfield Public Securities Group New York $6.17B AUM

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Beaumont Financial Advisors's PSXP Position: Q1 2020 in Review

Beaumont Financial Advisors sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2020, closing a stake of 4,241 shares — an estimated $261K sold.

Beaumont Financial Advisors first reported a position in PSXP in Q1 2014 and held it in 20 quarters. The position peaked at $355K in Q2 2014. 166 funds tracked by Wall St. Rank hold PSXP as of Q1 2020.

Beaumont Financial Advisors reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2020 after selling out during the quarter.
Beaumont Financial Advisors sold 4,241 PHILLIPS 66 PARTNERS LP shares in Q1 2020, an estimated $261K.
Beaumont Financial Advisors first reported a position in PHILLIPS 66 PARTNERS LP in Q1 2014 and held it in 20 quarters.
Beaumont Financial Advisors's PHILLIPS 66 PARTNERS LP position peaked at $355K in Q2 2014.
166 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2020.

Based on Beaumont Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.