Clean Yield Group’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Clean Yield 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
2021 Q3	–	Sell	-1,900	Closed	-$75K	–	491
2021 Q2	$75K	Buy	+1,900	New	+$70.3K	0.03%	226
2021 Q1	–	Sell	-1,900	Closed	-$50K	–	420
2020 Q4	$50K	Hold	1,900	–	–	0.02%	253
2020 Q3	$44K	Buy	+1,900	New	+$52.4K	0.02%	233

Other funds holding PSXP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FRGX

First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

CCM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Clean Yield Group's PSXP Position: Q3 2021 in Review

Clean Yield Group sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q3 2021, closing a stake of 1,900 shares — an estimated $75K sold.

Clean Yield Group first reported a position in PSXP in Q3 2020 and held it in 3 quarters. The position peaked at $75K in Q2 2021. 152 funds tracked by Wall St. Rank hold PSXP as of Q3 2021.

Clean Yield Group reported no remaining PHILLIPS 66 PARTNERS LP position as of Q3 2021 after selling out during the quarter.
Clean Yield Group sold 1,900 PHILLIPS 66 PARTNERS LP shares in Q3 2021, an estimated $75K.
Clean Yield Group first reported a position in PHILLIPS 66 PARTNERS LP in Q3 2020 and held it in 3 quarters.
Clean Yield Group's PHILLIPS 66 PARTNERS LP position peaked at $75K in Q2 2021.
152 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q3 2021.

Based on Clean Yield Group's 13F filing for Q3 2021, filed 27 Oct 2021.