Daniel L. Goodwin’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Daniel L. Goodwin’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
2020 Q3	–	Sell	-8,300	Closed	-$298K	–	98
2020 Q2	$298K	Hold	8,300	–	–	0.19%	74
2020 Q1	$302K	Sell	8,300 -200	-2%	-$10.6K	0.24%	66
2019 Q4	$524K	Sell	8,500 -500	-6%	-$28.2K	0.23%	55
2019 Q3	$511K	Hold	9,000	–	–	0.23%	56
2019 Q2	$445K	Hold	9,000	–	–	0.2%	57
2019 Q1	$468K	Hold	9,000	–	–	0.21%	56
2018 Q4	$377K	Hold	9,000	–	–	0.2%	55
2018 Q3	$457K	Hold	9,000	–	–	0.22%	58
2018 Q2	$459K	Hold	9,000	–	–	0.21%	56
2018 Q1	$430K	Hold	9,000	–	–	0.21%	57
2017 Q4	$471K	Sell	9,000 -1,000	-10%	-$49.8K	0.21%	56
2017 Q3	$525K	Hold	10,000	–	–	0.23%	50
2017 Q2	$495K	Hold	10,000	–	–	0.22%	55
2017 Q1	$513K	Buy	+10,000	New	+$533K	0.21%	48

Other funds holding PSXP

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

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

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

CIBC Private Wealth Group

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return