Evercore Wealth Management’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Evercore Wealth 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	-15,000	Closed	-$592K	–	440
2021 Q2	$592K	Hold	15,000	–	–	0.01%	277
2021 Q1	$475K	Hold	15,000	–	–	0.01%	298
2020 Q4	$396K	Hold	15,000	–	–	0.01%	317
2020 Q3	$346K	Hold	15,000	–	–	0.01%	303
2020 Q2	$541K	Buy	+15,000	New	+$624K	0.01%	251

Other funds holding PSXP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Evercore Wealth Management's PSXP Position: Q3 2021 in Review

Evercore Wealth Management sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q3 2021, closing a stake of 15,000 shares — an estimated $592K sold.

Evercore Wealth Management first reported a position in PSXP in Q2 2020 and held it in 5 quarters. The position peaked at $592K in Q2 2021. 152 funds tracked by Wall St. Rank hold PSXP as of Q3 2021.

Evercore Wealth Management reported no remaining PHILLIPS 66 PARTNERS LP position as of Q3 2021 after selling out during the quarter.
Evercore Wealth Management sold 15,000 PHILLIPS 66 PARTNERS LP shares in Q3 2021, an estimated $592K.
Evercore Wealth Management first reported a position in PHILLIPS 66 PARTNERS LP in Q2 2020 and held it in 5 quarters.
Evercore Wealth Management's PHILLIPS 66 PARTNERS LP position peaked at $592K in Q2 2021.
152 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q3 2021.

Based on Evercore Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.