Chicago Partners Investment Group’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Chicago Partners Investment Group’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
2018 Q2	–	Sell	-563	Closed	-$27K	–	1026
2018 Q1	$27K	Hold	563	–	–	﹤0.01%	565
2017 Q4	$29K	Hold	563	–	–	﹤0.01%	553
2017 Q3	$30K	Hold	563	–	–	0.01%	535
2017 Q2	$27K	Hold	563	–	–	0.01%	478
2017 Q1	$29K	Buy	+563	New	+$30K	0.01%	371
2015 Q4	–	Sell	-156	Closed	-$8K	–	532
2015 Q3	$8K	Hold	156	–	–	﹤0.01%	360
2015 Q2	$11K	Sell	156 -4	-3%	-$288	0.01%	338
2015 Q1	$11K	Buy	160 +3	+2%	+$216	﹤0.01%	348
2014 Q4	$11K	Buy	+157	New	+$10.2K	﹤0.01%	360

Other funds holding PSXP

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return