DPIM
PSXP

Duff & Phelps Investment Management’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Duff & Phelps Investment Management’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
Q1 		– Sell
-194,619
Closed -$5.14M – 223
2020
Q4 		$5.14M Sell
194,619
-2,000
-1% -$52K 0.07% 118
2020
Q3 		$4.53M Sell
196,619
-38,500
-16% -$1.06M 0.07% 113
2020
Q2 		$8.47M Buy
235,119
+15,800
+7% +$657K 0.13% 104
2020
Q1 		$7.99M Sell
219,319
-197,000
-47% -$10.5M 0.14% 97
2019
Q4 		$25.7M Buy
416,319
+31,900
+8% +$1.8M 0.34% 84
2019
Q3 		$21.8M Sell
384,419
-100,000
-21% -$5.36M 0.29% 92
2019
Q2 		$23.9M Sell
484,419
-151,320
-24% -$7.58M 0.33% 89
2019
Q1 		$33.3M Buy
635,739
+118,520
+23% +$5.94M 0.5% 74
2018
Q4 		$21.8M Buy
517,219
+500
+0.1% +$24.2K 0.37% 77
2018
Q3 		$26.4M Sell
516,719
-45,300
-8% -$2.36M 0.4% 79
2018
Q2 		$28.7M Sell
562,019
-300
-0.1% -$15.2K 0.43% 82
2018
Q1 		$26.9M Buy
562,319
+38,300
+7% +$1.97M 0.42% 82
2017
Q4 		$27.4M Buy
524,019
+206,700
+65% +$10.3M 0.39% 82
2017
Q3 		$16.7M Buy
317,319
+29,300
+10% +$1.43M 0.23% 104
2017
Q2 		$14.2M Hold
288,019
– – 0.21% 114
2017
Q1 		$14.8M Buy
288,019
+800
+0.3% +$42.7K 0.21% 113
2016
Q4 		$14M Buy
287,219
+35,500
+14% +$1.63M 0.2% 113
2016
Q3 		$12.2M Buy
251,719
+400
+0.2% +$20.3K 0.17% 116
2016
Q2 		$14M Buy
251,319
+166,319
+196% +$9.34M 0.21% 107
2016
Q1 		$5.32M Hold
85,000
– – 0.08% 123
2015
Q4 		$5.22M Buy
+85,000
New +$4.93M 0.09% 126

Other funds holding PSXP

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Duff & Phelps Investment Management's PSXP Position: Q1 2021 in Review

Duff & Phelps Investment Management sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2021, closing a stake of 194,619 shares — an estimated $5.14M sold.

Duff & Phelps Investment Management first reported a position in PSXP in Q4 2015 and held it in 21 quarters. The position peaked at $33.3M in Q1 2019. 160 funds tracked by Wall St. Rank hold PSXP as of Q1 2021.

  • Duff & Phelps Investment Management reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2021 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 194,619 PHILLIPS 66 PARTNERS LP shares in Q1 2021, an estimated $5.14M.
  • Duff & Phelps Investment Management first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2015 and held it in 21 quarters.
  • Duff & Phelps Investment Management's PHILLIPS 66 PARTNERS LP position peaked at $33.3M in Q1 2019.
  • 160 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2021.

Based on Duff & Phelps Investment Management's 13F filing for Q1 2021, filed 10 May 2021.