Creative Planning
PSXP

Creative Planning’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Creative Planning’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
Q4 		– Sell
-14,072
Closed -$504K – 2268
2021
Q3 		$504K Buy
14,072
+458
+3% +$16.7K ﹤0.01% 1285
2021
Q2 		$537K Buy
13,614
+836
+7% +$30.9K ﹤0.01% 1241
2021
Q1 		$405K Buy
+12,778
New +$362K ﹤0.01% 1582
2020
Q2 		– Sell
-10,400
Closed -$379K – 2197
2020
Q1 		$379K Buy
10,400
+4,812
+86% +$255K ﹤0.01% 1084
2019
Q4 		$344K Buy
5,588
+1,014
+22% +$57.2K ﹤0.01% 1324
2019
Q3 		$259K Sell
4,574
-1,394
-23% -$74.7K ﹤0.01% 1457
2019
Q2 		$295K Sell
5,968
-7,563
-56% -$379K ﹤0.01% 1388
2019
Q1 		$708K Buy
13,531
+5,797
+75% +$291K ﹤0.01% 879
2018
Q4 		$326K Buy
7,734
+363
+5% +$17.6K ﹤0.01% 1190
2018
Q3 		$377K Sell
7,371
-46
-0.6% -$2.4K ﹤0.01% 1259
2018
Q2 		$379K Buy
7,417
+880
+13% +$44.6K ﹤0.01% 1235
2018
Q1 		$312K Buy
6,537
+31
+0.5% +$1.59K ﹤0.01% 1324
2017
Q4 		$341K Sell
6,506
-2,481
-28% -$124K ﹤0.01% 1289
2017
Q3 		$472K Buy
8,987
+3,104
+53% +$151K ﹤0.01% 1083
2017
Q2 		$291K Buy
5,883
+3,022
+106% +$153K ﹤0.01% 1307
2017
Q1 		$147K Buy
2,861
+2,002
+233% +$107K ﹤0.01% 1703
2016
Q4 		$42K Buy
859
+200
+30% +$9.21K ﹤0.01% 2544
2016
Q3 		$32K Hold
659
– – ﹤0.01% 2708
2016
Q2 		$37K Buy
659
+106
+19% +$5.95K ﹤0.01% 2359
2016
Q1 		$35K Buy
553
+394
+248% +$22.9K ﹤0.01% 2359
2015
Q4 		$10K Hold
159
– – ﹤0.01% 3331
2015
Q3 		$8K Buy
+159
New +$9.24K ﹤0.01% 3402
2015
Q2 		– Sell
-205
Closed -$14K – 4151
2015
Q1 		$14K Sell
205
-390
-66% -$28K ﹤0.01% 3007
2014
Q4 		$41K Buy
595
+392
+193% +$25.5K ﹤0.01% 2144
2014
Q3 		$14K Buy
203
+1
+0.5% +$70 ﹤0.01% 2775
2014
Q2 		$15K Buy
202
+1
+0.5% +$60 ﹤0.01% 2683
2014
Q1 		$10K Buy
201
+1
+0.5% +$43 ﹤0.01% 2782
2013
Q4 		$8K Hold
200
– – ﹤0.01% 2693
2013
Q3 		$6K Buy
+200
New +$6.29K ﹤0.01% 2703

Other funds holding PSXP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Creative Planning's PSXP Position: Q4 2021 in Review

Creative Planning sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q4 2021, closing a stake of 14,072 shares — an estimated $504K sold.

Creative Planning first reported a position in PSXP in Q3 2013 and held it in 29 quarters. The position peaked at $708K in Q1 2019. 159 funds tracked by Wall St. Rank hold PSXP as of Q4 2021.

  • Creative Planning reported no remaining PHILLIPS 66 PARTNERS LP position as of Q4 2021 after selling out during the quarter.
  • Creative Planning sold 14,072 PHILLIPS 66 PARTNERS LP shares in Q4 2021, an estimated $504K.
  • Creative Planning first reported a position in PHILLIPS 66 PARTNERS LP in Q3 2013 and held it in 29 quarters.
  • Creative Planning's PHILLIPS 66 PARTNERS LP position peaked at $708K in Q1 2019.
  • 159 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2021.

Based on Creative Planning's 13F filing for Q4 2021, filed 11 Feb 2022.