CWM
PSXP

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

Cedar 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
2019
Q4 		– Sell
-140
Closed -$8K – 197
2019
Q3 		$8K Buy
+140
New +$7.5K 0.01% 135

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

Cedar Wealth Management's PSXP Position: Q4 2019 in Review

Cedar Wealth Management sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q4 2019, closing a stake of 140 shares — an estimated $8K sold.

Cedar Wealth Management first reported a position in PSXP in Q3 2019 and held it in 1 quarter. The position peaked at $8K in Q3 2019. 193 funds tracked by Wall St. Rank hold PSXP as of Q4 2019.

  • Cedar Wealth Management reported no remaining PHILLIPS 66 PARTNERS LP position as of Q4 2019 after selling out during the quarter.
  • Cedar Wealth Management sold 140 PHILLIPS 66 PARTNERS LP shares in Q4 2019, an estimated $8K.
  • Cedar Wealth Management first reported a position in PHILLIPS 66 PARTNERS LP in Q3 2019 and held it in 1 quarter.
  • Cedar Wealth Management's PHILLIPS 66 PARTNERS LP position peaked at $8K in Q3 2019.
  • 193 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2019.

Based on Cedar Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.