Envestnet Asset Management
PSXP

Envestnet Asset Management’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Envestnet Asset 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
Q3 		– Sell
-8,259
Closed -$326K – 3822
2021
Q2 		$326K Buy
+8,259
New +$305K ﹤0.01% 3240
2021
Q1 		– Sell
-10,517
Closed -$278K – 3624
2020
Q4 		$278K Sell
10,517
-6,483
-38% -$169K ﹤0.01% 2963
2020
Q3 		$392K Buy
17,000
+1,963
+13% +$54.1K ﹤0.01% 2602
2020
Q2 		$542K Sell
15,037
-9,931
-40% -$413K ﹤0.01% 2376
2020
Q1 		$910K Buy
24,968
+8,677
+53% +$460K ﹤0.01% 1877
2019
Q4 		$1M Buy
16,291
+146
+0.9% +$8.24K ﹤0.01% 2022
2019
Q3 		$914K Buy
16,145
+3,556
+28% +$191K ﹤0.01% 2003
2019
Q2 		$621K Sell
12,589
-4,582
-27% -$229K ﹤0.01% 2262
2019
Q1 		$899K Sell
17,171
-2,393
-12% -$120K ﹤0.01% 1972
2018
Q4 		$824K Buy
+19,564
New +$948K ﹤0.01% 1859
2018
Q3 		– Sell
-554
Closed -$28K – 3160
2018
Q2 		$28K Buy
554
+44
+9% +$2.23K ﹤0.01% 2354
2018
Q1 		$24K Sell
510
-225
-31% -$11.6K ﹤0.01% 2327
2017
Q4 		$38K Buy
735
+76
+12% +$3.78K ﹤0.01% 2396
2017
Q3 		$34K Sell
659
-530
-45% -$25.9K ﹤0.01% 2386
2017
Q2 		$59K Buy
1,189
+355
+43% +$18K ﹤0.01% 2304
2017
Q1 		$42K Buy
834
+17
+2% +$907 ﹤0.01% 2477
2016
Q4 		$40K Sell
817
-197
-19% -$9.07K ﹤0.01% 2512
2016
Q3 		$49K Sell
1,014
-769
-43% -$39K ﹤0.01% 2600
2016
Q2 		$100K Buy
1,783
+220
+14% +$12.3K ﹤0.01% 2438
2016
Q1 		$98K Buy
+1,563
New +$91K ﹤0.01% 2411

Other funds holding PSXP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management's PSXP Position: Q3 2021 in Review

Envestnet Asset Management sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q3 2021, closing a stake of 8,259 shares — an estimated $326K sold.

Envestnet Asset Management first reported a position in PSXP in Q1 2016 and held it in 20 quarters. The position peaked at $1M in Q4 2019. 152 funds tracked by Wall St. Rank hold PSXP as of Q3 2021.

  • Envestnet Asset Management reported no remaining PHILLIPS 66 PARTNERS LP position as of Q3 2021 after selling out during the quarter.
  • Envestnet Asset Management sold 8,259 PHILLIPS 66 PARTNERS LP shares in Q3 2021, an estimated $326K.
  • Envestnet Asset Management first reported a position in PHILLIPS 66 PARTNERS LP in Q1 2016 and held it in 20 quarters.
  • Envestnet Asset Management's PHILLIPS 66 PARTNERS LP position peaked at $1M in Q4 2019.
  • 152 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q3 2021.

Based on Envestnet Asset Management's 13F filing for Q3 2021, filed 7 Oct 2021.