EWM
PSXP

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

AA
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Invesco
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FRGX
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TCA
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BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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 $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return