CWA
PSXP

Cypress Wealth Advisors’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Cypress Wealth Advisors’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
Q1 		$1.08M Sell
20,700
-3,800
-16% -$190K 1.24% 31
2018
Q4 		$1.03M Sell
24,500
-5,800
-19% -$281K 1.42% 26
2018
Q3 		$1.55M Buy
30,300
+475
+2% +$24.8K 1.63% 23
2018
Q2 		$1.52M Buy
29,825
+1,325
+5% +$67.2K 1.65% 22
2018
Q1 		$1.36M Buy
28,500
+700
+3% +$35.9K 1.48% 26
2017
Q4 		$1.46M Buy
+27,800
New +$1.38M 1.39% 26
2017
Q2 		– Sell
-11,725
Closed -$602K – 206
2017
Q1 		$602K Sell
11,725
-1,000
-8% -$53.3K 0.27% 83
2016
Q4 		$619K Buy
12,725
+150
+1% +$6.91K 0.28% 78
2016
Q3 		$611K Buy
12,575
+100
+0.8% +$5.07K 0.28% 82
2016
Q2 		$697K Buy
12,475
+875
+8% +$49.1K 0.34% 69
2016
Q1 		$726K Sell
11,600
-1,100
-9% -$64K 0.33% 61
2015
Q4 		$780K Sell
12,700
-210
-2% -$12.2K 0.4% 55
2015
Q3 		$636K Buy
12,910
+300
+2% +$17.4K 0.34% 64
2015
Q2 		$908K Buy
+12,610
New +$909K 0.53% 50

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
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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Cypress Wealth Advisors's PSXP Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its PHILLIPS 66 PARTNERS LP (PSXP) stake by 16% in Q1 2019, selling an estimated $190K and leaving 20,700 shares worth $1.08M. The position accounts for 1.24% of the portfolio, ranked #31.

Cypress Wealth Advisors first reported a position in PSXP in Q2 2015 and has held it in 14 quarters since. The position peaked at $1.55M in Q3 2018. 186 funds tracked by Wall St. Rank hold PSXP as of Q1 2019.

  • Cypress Wealth Advisors held 20,700 shares of PHILLIPS 66 PARTNERS LP worth $1.08M as of Q1 2019.
  • Cypress Wealth Advisors sold 3,800 PHILLIPS 66 PARTNERS LP shares in Q1 2019, an estimated $190K.
  • PHILLIPS 66 PARTNERS LP made up 1.24% of Cypress Wealth Advisors's portfolio in Q1 2019, its #31 holding.
  • Cypress Wealth Advisors first reported a position in PHILLIPS 66 PARTNERS LP in Q2 2015 and has held it in 14 quarters since.
  • Cypress Wealth Advisors's PHILLIPS 66 PARTNERS LP position peaked at $1.55M in Q3 2018.
  • 186 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.