BWM
PSXP

BNC Wealth Management’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

BNC Wealth Management’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
Q4 		– Sell
-800
Closed -$18K – 530
2020
Q3 		$18K Buy
+800
New +$22.1K 0.01% 244

Other funds holding PSXP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

BNC Wealth Management's PSXP Position: Q4 2020 in Review

BNC Wealth Management sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q4 2020, closing a stake of 800 shares — an estimated $18K sold.

BNC Wealth Management first reported a position in PSXP in Q3 2020 and held it in 1 quarter. The position peaked at $18K in Q3 2020. 156 funds tracked by Wall St. Rank hold PSXP as of Q4 2020.

  • BNC Wealth Management reported no remaining PHILLIPS 66 PARTNERS LP position as of Q4 2020 after selling out during the quarter.
  • BNC Wealth Management sold 800 PHILLIPS 66 PARTNERS LP shares in Q4 2020, an estimated $18K.
  • BNC Wealth Management first reported a position in PHILLIPS 66 PARTNERS LP in Q3 2020 and held it in 1 quarter.
  • BNC Wealth Management's PHILLIPS 66 PARTNERS LP position peaked at $18K in Q3 2020.
  • 156 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.