BWCS
PSXP

Beirne Wealth Consulting Services’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Beirne Wealth Consulting Services’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
2019
Q4 		– Sell
-9,759
Closed -$553K – 144
2019
Q3 		$553K Sell
9,759
-702
-7% -$37.6K 0.46% 55
2019
Q2 		$516K Sell
10,461
-830
-7% -$41.6K 0.46% 62
2019
Q1 		$591K Sell
11,291
-156
-1% -$7.82K 0.46% 65
2018
Q4 		$482K Buy
+11,447
New +$555K 0.41% 73

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
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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

Beirne Wealth Consulting Services's PSXP Position: Q4 2019 in Review

Beirne Wealth Consulting Services sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q4 2019, closing a stake of 9,759 shares — an estimated $553K sold.

Beirne Wealth Consulting Services first reported a position in PSXP in Q4 2018 and held it in 4 quarters. The position peaked at $591K in Q1 2019. 193 funds tracked by Wall St. Rank hold PSXP as of Q4 2019.

  • Beirne Wealth Consulting Services reported no remaining PHILLIPS 66 PARTNERS LP position as of Q4 2019 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 9,759 PHILLIPS 66 PARTNERS LP shares in Q4 2019, an estimated $553K.
  • Beirne Wealth Consulting Services first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2018 and held it in 4 quarters.
  • Beirne Wealth Consulting Services's PHILLIPS 66 PARTNERS LP position peaked at $591K in Q1 2019.
  • 193 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2019.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2019, filed 14 Jan 2020.