CFW
PSXP

CA Family Wealth’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

CA Family Wealth’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
-5,369
Closed -$331K – 148
2019
Q4 		$331K Buy
+5,369
New +$303K 0.22% 51

Other funds holding PSXP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

CA Family Wealth's PSXP Position: Q1 2020 in Review

CA Family Wealth sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2020, closing a stake of 5,369 shares — an estimated $331K sold.

CA Family Wealth first reported a position in PSXP in Q4 2019 and held it in 1 quarter. The position peaked at $331K in Q4 2019. 166 funds tracked by Wall St. Rank hold PSXP as of Q1 2020.

  • CA Family Wealth reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2020 after selling out during the quarter.
  • CA Family Wealth sold 5,369 PHILLIPS 66 PARTNERS LP shares in Q1 2020, an estimated $331K.
  • CA Family Wealth first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2019 and held it in 1 quarter.
  • CA Family Wealth's PHILLIPS 66 PARTNERS LP position peaked at $331K in Q4 2019.
  • 166 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.