EWM
PSXP

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

Executive 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
2019
Q3 		– Sell
-302
Closed -$15K – 933
2019
Q2 		$15K Buy
302
+118
+64% +$5.91K ﹤0.01% 539
2019
Q1 		$10K Buy
184
+1
+0.5% +$50 ﹤0.01% 565
2018
Q4 		$8K Buy
+183
New +$8.87K ﹤0.01% 618

Other funds holding PSXP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Executive Wealth Management's PSXP Position: Q3 2019 in Review

Executive Wealth Management sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q3 2019, closing a stake of 302 shares — an estimated $15K sold.

Executive Wealth Management first reported a position in PSXP in Q4 2018 and held it in 3 quarters. The position peaked at $15K in Q2 2019. 184 funds tracked by Wall St. Rank hold PSXP as of Q3 2019.

  • Executive Wealth Management reported no remaining PHILLIPS 66 PARTNERS LP position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 302 PHILLIPS 66 PARTNERS LP shares in Q3 2019, an estimated $15K.
  • Executive Wealth Management first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's PHILLIPS 66 PARTNERS LP position peaked at $15K in Q2 2019.
  • 184 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.