Farr Miller & Washington’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Farr Miller & Washington’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
2020 Q1	–	Sell	-4,800	Closed	-$296K	–	152
2019 Q4	$296K	Hold	4,800	–	–	0.02%	125
2019 Q3	$272K	Hold	4,800	–	–	0.02%	123
2019 Q2	$237K	Hold	4,800	–	–	0.02%	128
2019 Q1	$251K	Hold	4,800	–	–	0.02%	127
2018 Q4	$202K	Hold	4,800	–	–	0.02%	129
2018 Q3	$245K	Hold	4,800	–	–	0.02%	134
2018 Q2	$245K	Hold	4,800	–	–	0.02%	129
2018 Q1	$229K	Hold	4,800	–	–	0.02%	144
2017 Q4	$251K	Hold	4,800	–	–	0.02%	142
2017 Q3	$252K	Hold	4,800	–	–	0.02%	145
2017 Q2	$237K	Hold	4,800	–	–	0.02%	146
2017 Q1	$246K	Buy	+4,800	New	+$256K	0.03%	126
2016 Q2	–	Sell	-4,800	Closed	-$300K	–	144
2016 Q1	$300K	Hold	4,800	–	–	0.03%	103
2015 Q4	$295K	Buy	+4,800	New	+$278K	0.04%	105

Other funds holding PSXP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 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

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

BPSG

Brookfield Public Securities Group New York $6.17B AUM

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Farr Miller & Washington's PSXP Position: Q1 2020 in Review

Farr Miller & Washington sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2020, closing a stake of 4,800 shares — an estimated $296K sold.

Farr Miller & Washington first reported a position in PSXP in Q4 2015 and held it in 14 quarters. The position peaked at $300K in Q1 2016. 166 funds tracked by Wall St. Rank hold PSXP as of Q1 2020.

Farr Miller & Washington reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2020 after selling out during the quarter.
Farr Miller & Washington sold 4,800 PHILLIPS 66 PARTNERS LP shares in Q1 2020, an estimated $296K.
Farr Miller & Washington first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2015 and held it in 14 quarters.
Farr Miller & Washington's PHILLIPS 66 PARTNERS LP position peaked at $300K in Q1 2016.
166 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2020.

Based on Farr Miller & Washington's 13F filing for Q1 2020, filed 12 May 2020.