Benjamin Edwards Inc
PSXP

Benjamin Edwards Inc’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Benjamin Edwards Inc’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
Q3 		– Sell
-200
Closed -$7K – 398
2020
Q2 		$7K Hold
200
– – 0.01% 321
2020
Q1 		$7K Hold
200
– – 0.01% 310
2019
Q4 		$12K Hold
200
– – 0.02% 218
2019
Q3 		$11K Hold
200
– – 0.02% 218
2019
Q2 		$10K Buy
+200
New +$10K 0.02% 219

Other funds holding PSXP

ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $2.79B AUM 24.88% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Benjamin Edwards Inc's PSXP Position: Q3 2020 in Review

Benjamin Edwards Inc sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q3 2020, closing a stake of 200 shares — an estimated $7K sold.

Benjamin Edwards Inc first reported a position in PSXP in Q2 2019 and held it in 5 quarters. The position peaked at $12K in Q4 2019. 147 funds tracked by Wall St. Rank hold PSXP as of Q3 2020.

  • Benjamin Edwards Inc reported no remaining PHILLIPS 66 PARTNERS LP position as of Q3 2020 after selling out during the quarter.
  • Benjamin Edwards Inc sold 200 PHILLIPS 66 PARTNERS LP shares in Q3 2020, an estimated $7K.
  • Benjamin Edwards Inc first reported a position in PHILLIPS 66 PARTNERS LP in Q2 2019 and held it in 5 quarters.
  • Benjamin Edwards Inc's PHILLIPS 66 PARTNERS LP position peaked at $12K in Q4 2019.
  • 147 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q3 2020.

Based on Benjamin Edwards Inc's 13F filing for Q3 2020, filed 16 Nov 2020.