DWA
PSXP

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

Divergent 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
2018
Q4 		– Sell
-974
Closed -$51K – 146
2018
Q3 		$51K Hold
974
– – 0.02% 66
2018
Q2 		$50K Buy
974
+14
+1% +$710 0.02% 61
2018
Q1 		$46K Buy
+960
New +$49.3K 0.02% 65

Other funds holding PSXP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 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 $6.36B AUM 17.8% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Divergent Wealth Advisors's PSXP Position: Q4 2018 in Review

Divergent Wealth Advisors sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q4 2018, closing a stake of 974 shares — an estimated $51K sold.

Divergent Wealth Advisors first reported a position in PSXP in Q1 2018 and held it in 3 quarters. The position peaked at $51K in Q3 2018. 167 funds tracked by Wall St. Rank hold PSXP as of Q4 2018.

  • Divergent Wealth Advisors reported no remaining PHILLIPS 66 PARTNERS LP position as of Q4 2018 after selling out during the quarter.
  • Divergent Wealth Advisors sold 974 PHILLIPS 66 PARTNERS LP shares in Q4 2018, an estimated $51K.
  • Divergent Wealth Advisors first reported a position in PHILLIPS 66 PARTNERS LP in Q1 2018 and held it in 3 quarters.
  • Divergent Wealth Advisors's PHILLIPS 66 PARTNERS LP position peaked at $51K in Q3 2018.
  • 167 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2018.

Based on Divergent Wealth Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.