BCA
PSXP

Berman Capital Advisors’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Berman Capital 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
2019
Q4 		– Sell
-171
Closed -$9K – 1626
2019
Q3 		$9K Sell
171
-31
-15% -$1.66K ﹤0.01% 771
2019
Q2 		$9K Buy
202
+66
+49% +$3.3K ﹤0.01% 794
2019
Q1 		$7K Hold
136
– – ﹤0.01% 798
2018
Q4 		$5K Buy
+136
New +$6.59K ﹤0.01% 715

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
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
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
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

Berman Capital Advisors's PSXP Position: Q4 2019 in Review

Berman Capital Advisors sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q4 2019, closing a stake of 171 shares — an estimated $9K sold.

Berman Capital Advisors first reported a position in PSXP in Q4 2018 and held it in 4 quarters. The position peaked at $9K in Q3 2019. 193 funds tracked by Wall St. Rank hold PSXP as of Q4 2019.

  • Berman Capital Advisors reported no remaining PHILLIPS 66 PARTNERS LP position as of Q4 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 171 PHILLIPS 66 PARTNERS LP shares in Q4 2019, an estimated $9K.
  • Berman Capital Advisors first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2018 and held it in 4 quarters.
  • Berman Capital Advisors's PHILLIPS 66 PARTNERS LP position peaked at $9K in Q3 2019.
  • 193 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2019.

Based on Berman Capital Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.