EFS
PSXP

Essex Financial Services’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Essex Financial Services’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
-6,700
Closed -$264K – 491
2021
Q2 		$264K Buy
+6,700
New +$248K 0.04% 353

Other funds holding PSXP

ALPS Advisors
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
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Brookfield Corp
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 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

Essex Financial Services's PSXP Position: Q3 2021 in Review

Essex Financial Services sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q3 2021, closing a stake of 6,700 shares — an estimated $264K sold.

Essex Financial Services first reported a position in PSXP in Q2 2021 and held it in 1 quarter. The position peaked at $264K in Q2 2021. 152 funds tracked by Wall St. Rank hold PSXP as of Q3 2021.

  • Essex Financial Services reported no remaining PHILLIPS 66 PARTNERS LP position as of Q3 2021 after selling out during the quarter.
  • Essex Financial Services sold 6,700 PHILLIPS 66 PARTNERS LP shares in Q3 2021, an estimated $264K.
  • Essex Financial Services first reported a position in PHILLIPS 66 PARTNERS LP in Q2 2021 and held it in 1 quarter.
  • Essex Financial Services's PHILLIPS 66 PARTNERS LP position peaked at $264K in Q2 2021.
  • 152 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q3 2021.

Based on Essex Financial Services's 13F filing for Q3 2021, filed 10 Nov 2021.